Ohana Advisors
ohanaadvisors.com Direct + LP
Ohana Advisors is a boutique multi-family office that provides investment management, tax and estate planning, family office services, and philanthropy coordination for ultra-high net worth families. It constructs diversified portfolios using outside managers and direct investments.
Ohana Advisors is a family office headquartered in San Rafael, United States. It invests both directly in companies and in funds as a limited partner.
“We construct diversified multi-asset class investment portfolios designed to manage risk and allow for long-term asset growth.”
— Ohana Advisors, own website
- Layer
- Direct + LP
- Type
- Family office
- Stage
- Not stated
- Headquarters
- San Rafael, United States
Team, as Ohana Advisors publishes it
- Brianna Burkhardt Director of Administration
- Christina De Marchi Partner & Managing Director
- Jake Dotson Operations & Client Support Analyst
- Ariel Elrod Bill Pay Account Manager
- Hayley Gilbert Partner & Managing Director
- Lisa Moreci Managing Director of Operations & Taxation
- Josh Richter Managing Partner & CIO
- Cristina Rosales Client Service Operations Analyst
- John Schneider Managing Partner
- Dave Schrader Partner & Managing Director
- Michelle Tang Operations & Data Analyst
- Natalia Tomita Senior Investment Operations Specialist
Names and roles exactly as listed on ohanaadvisors.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Ohana Advisors publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.ohanaadvisors.com/name, is_investor, layer, type, hq_country, hq_city, description, status, thesis_quote
- https://www.ohanaadvisors.com/teampeople
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Record 4457 · added 2026-09-03 · link last verified 2026-10-21 · confidence high
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