DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bishop Street Capital Management
Legal name Bishop Street Capital Management, LLC
Latest filing Mar 27, 2026
First filing on the tape Dec 5, 2011 · 40 filings
SEC status approved since Feb 17, 2000
RAUM
$166M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
40 filings and snapshots on the tape
RAUM$166M as of Mar 27, 2026
Mar 28, 2012$474M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 27, 2026
Mar 28, 20120 then
Employees (5.A)8 as of Mar 27, 2026
Mar 7, 201311 then
Private funds: no history
RAUM -8.0% over the last fiscal year+12% a year over threeIARs 0 to 1
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $166MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $166MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 8.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -8.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 5.G
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$166M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- Michael Katsumi Hirai to Barrow Hanley Global InvestorsDec 8, 2017 · Other
- David Harley Jones to Wells Fargo AdvisorsSep 19, 2011 · Other
- Cristopher Jon Borden to Kobo Wealth ConservancyOct 25, 2007 · Other
Joined, latest
- Michael Katsumi Hirai from Cic/Hcm Asset Management, IncJul 5, 2006 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Kanoa Stephen Rodgers · Director, Chairman, Ceo, Chief Investment Officercontrolsince 04/2024 · owns less than 5%
- Shigeo Ryan Ushijima · Chief Compliance Officercontrolsince 11/2004 · owns less than 5%
- Hisashi Alan Arizumi · Directorsince 05/2016 · owns less than 5%
- N Darlene Blakeney · Directorsince 10/2023 · owns less than 5%
- Alan Neill Char · Directorsince 07/2021 · owns less than 5%
- Scott Robert Harrison · Directorsince 06/2011 · owns less than 5%
- Chun Stephanie Nomura · Presidentsince 03/2022 · owns less than 5%
- Kevin David Rair · Secretarysince 06/2015 · owns less than 5%
Entity owners
- First Hawaiian Bank (Fhb) · Parent Corporationdirect · owns 75% or more
- First Hawaiian, Inc. · Indirect Ownerindirect · owns 75% or more of First Hawaiian Bank (Fhb) · public reporting company
Related persons
Schedule D 7.A
- First Hawaiian Bankinvestment advisery
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 4 to 2Mar 28, 2025 to Mar 27, 2026
- BD registered reps · 0 to 1Mar 28, 2025 to Mar 27, 2026
- Employees · 9 to 8Mar 28, 2025 to Mar 27, 2026
- Insurance-licensed employees · 0 to 1Mar 28, 2025 to Mar 27, 2026
- State-registered IARs · 0 to 1Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $181M to $166MMar 28, 2025 to Mar 27, 2026
- RAUM · $181M to $166MMar 28, 2025 to Mar 27, 2026
- Advisory employees · 5 to 4Apr 9, 2024 to Mar 28, 2025
- Employees · 12 to 9Apr 9, 2024 to Mar 28, 2025
- Financial planning clients · unset to Apr 9, 2024 to Mar 28, 2025
- State-registered IARs · 3 to 0Apr 9, 2024 to Mar 28, 2025
- Legal name · BISHOP STREET CAPITAL MANAGEMENT CORP to BISHOP STREET CAPITAL MANAGEMENT, LLCApr 9, 2024 to Mar 28, 2025
- Organization form · Corporation to Limited Liability CompanyApr 9, 2024 to Mar 28, 2025
- Discretionary RAUM · $217M to $181MApr 9, 2024 to Mar 28, 2025
- RAUM · $217M to $181MApr 9, 2024 to Mar 28, 2025
- Discretionary RAUM · $219M to $217MMar 26, 2024 to Apr 9, 2024
- RAUM · $219M to $217MMar 26, 2024 to Apr 9, 2024
- Discretionary RAUM · $227M to $219MDec 5, 2023 to Mar 26, 2024
- RAUM · $227M to $219MDec 5, 2023 to Mar 26, 2024
- Employees · 14 to 12Mar 28, 2023 to Dec 5, 2023
- Discretionary RAUM · $117M to $227MMar 28, 2023 to Dec 5, 2023
- RAUM · $117M to $227MMar 28, 2023 to Dec 5, 2023
- Discretionary RAUM · $130M to $117MApr 8, 2022 to Mar 28, 2023
- RAUM · $130M to $117MApr 8, 2022 to Mar 28, 2023
- Discretionary RAUM · $133M to $130MAug 2, 2021 to Mar 30, 2022
- RAUM · $133M to $130MAug 2, 2021 to Mar 30, 2022
- Accounts · 2 to 1Mar 24, 2021 to Aug 2, 2021
- Discretionary RAUM · $156M to $133MMar 24, 2021 to Aug 2, 2021
- RAUM · $156M to $133MMar 24, 2021 to Aug 2, 2021
- Advisory employees · 8 to 5Mar 5, 2020 to Mar 24, 2021
- Discretionary RAUM · $170M to $156MMar 5, 2020 to Mar 24, 2021
- RAUM · $170M to $156MMar 5, 2020 to Mar 24, 2021
- Discretionary RAUM · $164M to $170MJul 31, 2019 to Mar 5, 2020
- RAUM · $164M to $170MJul 31, 2019 to Mar 5, 2020
- Accounts · 3 to 2Mar 26, 2019 to Jul 31, 2019
- Discretionary RAUM · $201M to $164MMar 26, 2019 to Jul 31, 2019
- RAUM · $201M to $164MMar 26, 2019 to Jul 31, 2019
- Employees · 12 to 14Jun 7, 2018 to Mar 26, 2019
- Discretionary RAUM · $225M to $201MJun 7, 2018 to Mar 26, 2019
- RAUM · $225M to $201MJun 7, 2018 to Mar 26, 2019
Signals
4 dated events
- Lee Kenneth Miller (Director, Chairman, Ceo, Chief Investment Officer) no longer on Schedule A of Bishop Street Capital Management (listed 2024-03-26, absent 2024-04-09)Apr 9, 2024 · Control person left · inference
- Kanoa Stephen Rodgers (Director, Chairman, Ceo, Chief Investment Officer) appeared on Schedule A of Bishop Street Capital ManagementApr 9, 2024 · Control person joined · fact
- Bishop Street Capital Management reported RAUM $227.5M, up 94% from $117.4M (2023-03-28 to 2023-12-05)Dec 5, 2023 · RAUM change · derived
- Jennifer Carias (President) no longer on Schedule A of Bishop Street Capital Management (listed 2021-03-24, absent 2021-08-02)Aug 2, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 808-525-6246reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026