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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

INVESTMENT MANAGEMENT HAWAII

PACIFIC ISLANDS WEALTH MANAGEMENT LLC, CRD 156532

HONOLULU, HI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c4b5027e-2014-4274-2ed6-680ca2dcd3e1

Data as of Feb 27, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Jan 31, 2012 to Feb 27, 2019
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Investment Management Hawaii

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $144MItem 5.F on the latest filing (2019-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $144M
Private client RAUM: $41.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 29%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 175
Individual clients: 96
High net worth clients: 12
Custody, client assets: $36.4M
SEC number: 801-77597
CRD: 156532
Filings on the tape: 17
First filed: Jan 31, 2012
Latest filed: Feb 27, 2019
Organised: Limited Liability Company, Hawaii

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KIRKEBY, DAVID, MANLEY	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	01/2011	Jan 31, 2012	Feb 27, 2019
MCDANIEL, EVERETT, SPENCER	MANAGING MEMBER	D	yes	10/2012	Jan 23, 2013	Feb 27, 2019

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Feb 27, 2019	$144M	$144M	3	2	0	n/a	n/a
2017	Feb 5, 2018	$152M	$152M	3	2	0	n/a	n/a
2016	Mar 7, 2017	$140M	$140M	1	1	n/a	n/a	n/a
2015	Feb 18, 2016	$133M	$117M	1	1	n/a	n/a	n/a
2014	Feb 9, 2015	$132M	$40.2M	1	1	n/a	n/a	n/a
2013	Feb 20, 2014	$122M	$32.2M	1	1	n/a	n/a	n/a
2011	Jan 31, 2012	$67.3M	$21.3M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$144M	$152M	-5.7%	$133M	2.5%	3	3	0	0

Relationships

Controls (2)

← KIRKEBY, DAVID, MANLEYOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 31, 2012 to presentfactForm ADV
← MCDANIEL, EVERETT, SPENCEROwnerMANAGING MEMBER, ownership code D, individual
Jan 23, 2013 to presentfactForm ADV

Registered with (1)

← CORY MICHAEL NAKAMURAAdvisorregistration: previous registration
Mar 1, 2018 to Dec 24, 2019factForm ADV

Dated events

Occurred
Jan 23, 2013
First Form ADV filing
Investment Management Hawaii filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4b5027e-2014-4274-2ed6-680ca2dcd3e1
First observed: Jan 31, 2012
Last observed: Feb 27, 2019 92 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INVESTMENT MANAGEMENT HAWAII

PACIFIC ISLANDS WEALTH MANAGEMENT LLC, CRD 156532

HONOLULU, HI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c4b5027e-2014-4274-2ed6-680ca2dcd3e1

Data as of Feb 27, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:34 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KIRKEBY, DAVID, MANLEY

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

01/2011

Jan 31, 2012

Feb 27, 2019

MCDANIEL, EVERETT, SPENCER

MANAGING MEMBER

yes

10/2012

Jan 23, 2013

Feb 27, 2019

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Feb 27, 2019

$144M

n/a

2017

Feb 5, 2018

$152M

n/a

2016

Mar 7, 2017

$140M

n/a

2015

Feb 18, 2016

$133M

$117M

n/a

2014

Feb 9, 2015

$132M

$40.2M

n/a

2013

Feb 20, 2014

$122M

$32.2M

n/a

2011

Jan 31, 2012

$67.3M

$21.3M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$144M

$152M

-5.7%

$133M

2.5%