Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Orei Advisors LP

Orei Advisors LP

Private equity with venture activity · probableAustin, TXoreiadvisors.comSEC registered investment adviser

Ohana is a vertically integrated real estate investment firm specializing in hospitality and residential properties in top destinations.

registered adviser; venture funds are 0% of 15 private funds

Importance
24
moderate
Active deployment
8
low
Emerging
0
low
Completeness
50
elevated
Freshness
100
high
Research priority
8
low
Identity and regulatory footprint
Headquarters
Austin, TXadviserinfo.sec.gov
Office address
401 CONGRESS AVENUE, SUITE 2750, Austin, TX, 78701adviserinfo.sec.gov
Business phone
650-681-0185adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
May 16, 2024
Private funds reported
15 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$1.0Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$1.3Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
27
Owners on Schedule A
GCS & Sbs Investments LLC (Sole Member), E; Ohana Real Estate Investors, LLC (Limited Partner Of Registrant), D; Orei Fund I Ugp LLC (General Partner Of Registrant), NA
business email
info@ohanare.comohanare.compublished by the subject
business phone
650-681-0185adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
2 observed deals
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
austin, boston, new york, north america, texas, utah
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 2
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
2 current, 3 departed
3 departed (kept with end dates)
  • Shanon Bree Smith · Trustee Of Gcs And Sbs Trust, Dated February 28, 2014 · Oct 1, 2016 to Jun 29, 2017 Inference
  • Christopher G. Smith · Managing Member · Sep 1, 2016 to Feb 7, 2017 Inference
  • Cary Anderson · Chief Financial Officer · Apr 1, 2016 to Mar 29, 2018 Inference
Investments on record
2 edges, 2 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Investor Portalportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
website accessibilityportfolio listingunknownunknownunknownunknownSep 13, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
28 relationships from shared deals, counted for the whole firm
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
8 dated events
  1. Sep 16, 2026
    website accessibility no longer listed on Orei Advisors LP's portfolio page
  2. Mar 29, 2018
    Cary Donald Anderson (Chief Financial Officer) no longer on Schedule A of Orei Advisors LP
  3. Jun 29, 2017
    Shanon Bree Smith (Trustee Of Gcs And Sbs Trust, Dated February 28, 2014) no longer on Schedule A of Orei Advisors LP
  4. Jun 1, 2017
    John Raymond Ginochio joined Schedule A of Orei Advisors LP as Chief Compliance Officer
  5. Feb 7, 2017
    George Christopher Smith (Managing Member) no longer on Schedule A of Orei Advisors LP
  6. Oct 1, 2016
    Shanon Bree Smith joined Schedule A of Orei Advisors LP as Trustee Of Trust
  7. Sep 1, 2016
    Christopher George Smith joined Schedule A of Orei Advisors LP as Managing Member
  8. Jun 6, 2016
    Ohana Advisors LLC first filed Form ADV (ERA)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 15 private funds
Evidence
47 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMay 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2016-06-06May 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-05-16May 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0May 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone650-681-0185May 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://ohanare.com/contact/
contact page linked from the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionOhana is a vertically integrated real estate investment firm specializing in hospitality and residential properties in top destinations.
meta description
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionOhana is a vertically integrated real estate investment firm specializing in hospitality and residential properties in top destinations.
meta description
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees27May 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersAustin, TXMay 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address401 CONGRESS AVENUE, SUITE 2750, Austin, TX, 78701May 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio pagehttps://ohanare.com/portfolio/
1 entries read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://ohanare.com/portfolio/
2 entries read
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported15May 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$1.0BMay 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$1.3BMay 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyaustin,boston,new york,north america,texas,utah
geography words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyaustin,boston,new york,north america,texas,utah
geography words on the home page
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://ohanare.com/team/
0 name/title pairs read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://ohanare.com/team/
1 name/title pairs read
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0May 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.OREIADVISORS.COM
re-picked from Schedule D 1.I by name
Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://OHANARE.COMMay 16, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website resolved domainohanare.com
https://oreiadvisors.com/ redirected to https://ohanare.com/
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Website resolved domainohanare.com
https://oreiadvisors.com/ redirected to https://ohanare.com/
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleOhana Real Estate Investors | SEC-Registered Investment Firm
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleOhana Real Estate Investors | SEC-Registered Investment Firm
title tag
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)