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Kohala Capital Partners, LLC (Portland)


Kohala Capital Partners, LLC is an adviser based in Portland. It manages $47 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2011.

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Kohala Capital Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kohala Capital Partners: assets under management

The assets under management (AUM) of Kohala Capital Partners, LLC is $47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.47 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kohala Capital Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portland

The principal office where Kohala Capital Partners, LLC performs its advisory services is located at 1211 Sw 5 Th Ave, Portland, OR 97204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-517-9431/503-517-9408 or by fax 503-223-3624. The normal business hours are 6:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.kohalacap.com.


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