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.
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Latest filing Mar 31, 2026
First filing on the tape Jun 29, 2017 · 17 filings
SEC status approved since Jul 28, 2017
RAUM
$2.2B
reported, Item 5.F
Discretionary
74%
of RAUM
Private clients
13%
$286M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
41
24 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
16
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$2.2B as of Mar 31, 2026
Mar 29, 2018$217M then
HNW client RAUM$286M as of Mar 31, 2026
Mar 30, 2020$99.0M then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20180 then
Employees (5.A)41 as of Mar 31, 2026
Mar 29, 201819 then
Private funds16 as of Mar 31, 2026
Mar 29, 20182 then
RAUM +27% over the last fiscal year+18% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $90.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 74%derivedof RAUM
- Institutional
- 26%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +27%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 assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $634M, 8 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.3B61%
- Pension and profit-sharing plans$463M21%
- High-net-worth individuals$286M13%
- Insurance companies$100M4.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 24reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $634M for 8 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.13 fund_share=0.61 institutional_share=0.26 related_bd=false related_bank=true bd_reps=0.0derived
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
none on the tape
Joined, latest
none on the tape
Private funds
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•••• E••••• F••• I• L• | Real Estate Fund | $191M | 42 | Mar 30, 2022 |
| O••• L••• T••• E••••• F••• L• | Real Estate Fund | $156M | 16 | Mar 29, 2019 |
| O••• L••• T••• E••••• F••• A• L• | Real Estate Fund | $133M | 7 | Mar 29, 2019 |
| O••• M••• L••no longer reported | Real Estate Fund | $133M | 4 | Jun 6, 2016 |
| O•••• E••••• F••• I• A• L• | Real Estate Fund | $119M | 24 | Mar 30, 2022 |
| O•••• C••••• I•• L• | Real Estate Fund | $81.3M | 2 | Mar 28, 2024 |
| O••• M••• I•• L••no longer reported | Real Estate Fund | $80.0M | 3 | Mar 31, 2017 |
| O••• C••••• I• L• | Real Estate Fund | $69.8M | 7 | Mar 30, 2020 |
| O••• L•• C•••••••• L• | Real Estate Fund | $60.8M | 6 | Mar 30, 2022 |
| O••• H•• C•••••••• L• | Real Estate Fund | $55.4M | 6 | Mar 30, 2022 |
| O••• C••••• I• A• L• | Real Estate Fund | $43.1M | 7 | Mar 30, 2020 |
| O•••• S•• C•••••••• L• | Real Estate Fund | $42.8M | 16 | Mar 30, 2023 |
| O••• F••• I• L• | Real Estate Fund | $38.7M | 7 | Jun 29, 2017 |
| O••• L•• M• C•••••••• L•no longer reported | Real Estate Fund | $35.1M | 6 | Mar 30, 2021 |
| O•••• S•• C•••••••• A• L• | Real Estate Fund | $29.4M | 7 | Mar 30, 2023 |
| O••• M••• I• L••no longer reported | Real Estate Fund | $22.4M | 3 | Mar 31, 2017 |
| O••• F••• I•• L• | Real Estate Fund | $11.9M | 5 | Jun 29, 2017 |
| O••• D••• P•••• C••••••••• L• | Real Estate Fund | $2.5M | 6 | Mar 30, 2020 |
| O•••• C••••• I•• A• L• | Real Estate Fund | $2.2M | 2 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- G•••••••• J•••• R•••••• · Chief Compliance Officer, Chief Financial Officercontrolsince 06/2017 · owns less than 5%
- S••••• G•••••• C••••••••• · President Of Registrantcontrolsince 04/2016 · owns less than 5%
- S••••• G•••••• C••••••••• · Sole Membercontrolsince 01/2019 · owns 75% or more of G•• • S•• I••••••••• L••
Entity owners
- G•• • S•• I••••••••• L•• · Limited Partnerdirect · owns 25% to 50%
- O•••• R••• E••••• I••••••••• L•• · Limited Partner Of Registrantdirect · owns 50% to 75%
- O••• F••• I• U•• L•• · General Partner Of Registrantdirect · owns less than 5%
- G•• • S•• I••••••••• L•• · Sole Memberindirect · owns 75% or more of O•••• R••• E••••• I••••••••• L••
Related persons
Schedule D 7.A
- O•••• C••••• I•• G• L•pooled vehicle sponsorn
- O•••• E••••• F••• I• G• L•pooled vehicle sponsorn
- O•••• R••••• C••••investment companyn
- O••• C••••• I• G• L•pooled vehicle sponsorn
- O••• F••• I• G• L•bankpooled vehicle sponsory
- O••• L••• T••• E••••• F••• G• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Redwood City, CA10 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 100.0% to 74.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: other advisers, $1B to $5B (247)
What changed
consecutive filings, newest first
- Accounts · 21 to 24Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 21 to 24Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $1.3B to $634MMar 31, 2025 to Mar 31, 2026
- Employees · 33 to 41Mar 31, 2025 to Mar 31, 2026
- Other offices · 1 to 2Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.7B to $1.6BMar 31, 2025 to Mar 31, 2026
- HNW RAUM · $270M to $286MMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $0 to $563MMar 31, 2025 to Mar 31, 2026
- Pension RAUM · $263M to $463MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $1.3BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.7B to $2.2BMar 31, 2025 to Mar 31, 2026
- Accounts · 18 to 21May 16, 2024 to Mar 31, 2025
- Advisory employees · 17 to 21May 16, 2024 to Mar 31, 2025
- Pooled vehicle clients · 15 to 16May 16, 2024 to Mar 31, 2025
- Assets in custody · $911M to $1.3BMay 16, 2024 to Mar 31, 2025
- Employees · 27 to 33May 16, 2024 to Mar 31, 2025
- Financial planning clients · unset to May 16, 2024 to Mar 31, 2025
- Private funds · 15 to 16May 16, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.3B to $1.7BMay 16, 2024 to Mar 31, 2025
- HNW RAUM · $270M to $270MMay 16, 2024 to Mar 31, 2025
- Pension RAUM · unset to 263333333.0May 16, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.0B to $1.2BMay 16, 2024 to Mar 31, 2025
- RAUM · $1.3B to $1.7BMay 16, 2024 to Mar 31, 2025
- Accounts · 15 to 18Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 14 to 17Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 13 to 15Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $952M to $911MMar 30, 2023 to Mar 28, 2024
- Employees · 23 to 27Mar 30, 2023 to Mar 28, 2024
- Private funds · 13 to 15Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.3B to $1.3BMar 30, 2023 to Mar 28, 2024
- HNW RAUM · $288M to $270MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.0B to $1.0BMar 30, 2023 to Mar 28, 2024
- RAUM · $1.3B to $1.3BMar 30, 2023 to Mar 28, 2024
- Accounts · 14 to 15Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 12 to 13Mar 30, 2022 to Mar 30, 2023
- Assets in custody · $607M to $952MMar 30, 2022 to Mar 30, 2023
- Private funds · 12 to 13Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $763M to $1.3BMar 30, 2022 to Mar 30, 2023
- HNW RAUM · $121M to $288MMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $641M to $1.0BMar 30, 2022 to Mar 30, 2023
Signals
6 dated events
- O••• A••••••• L• reported RAUM $2.2B, up 27% from $1.7B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- O••• A••••••• L• reported RAUM $1.7B, up 31% from $1.3B (2024-05-16 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- O••• A••••••• L• reported RAUM $1.3B, up 72% from $762.6M (2022-03-30 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- O••• A••••••• L• reported RAUM $586.4M, up 170% from $217.2M (2019-10-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- O••• A••••••• L• reported RAUM $217.2M, down 52% from $452.5M (2017-06-29 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- O••• A••••••• L• filed its initial SEC registration (Form ADV)Jun 29, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O••• A••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/ohana-real-estate-investorsreportedpublic record, Form ADV, Sep 19, 2026
- Website
- O••••RE.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 650-681-0185reportedpublic record, Form ADV, Mar 31, 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
- Other adviserderiveda 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
Across the graphs
O••• A••••••• L• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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