Kukui Tree Capital Management LLC: new SEC registration, $105M AUM, Palo Alto, CA
Kukui Tree Capital Management LLC (Palo Alto, California): new SEC registration, $105M AUM, Palo Alto, CA. Its amount of 105 is below the median of 134 (17th percentile). Dated 105 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 105 · 17th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Kukui Tree Capital Management LLC |
| Legal name | Kukui Tree Capital Management LLC |
| CRD | 330374 |
| Status | Approved |
| Registered with the SEC | 2026-07-23 |
| Latest Form ADV filing | 2026-06-25 |
| Location | Palo Alto, CA, United States |
| Regulatory AUM | $105,200,000 |
| Accounts | 100 |
| Employees | 2 |
| Website | https://kukuitreecapital.com/ |
| amount percentile | 17th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Kukui Tree Capital Management LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Kukui Tree Capital Management LLC's amount: 17th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $105M under management.
- Website on file.
What is the NewRiaPulse record for Kukui Tree Capital Management LLC in Palo Alto, California?
Kukui Tree Capital Management LLC received SEC registration as an investment adviser (2026-07-23) with $105,200,000 in regulatory assets under management, based in Palo Alto, CA.
How does Kukui Tree Capital Management LLC compare to other California NewRiaPulse records?
Its amount of 105 is below the median (17th percentile); smaller records often move faster and face less competition. It is 105 days old; check the official source for later updates before acting.
Kukui Tree Capital Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Kukui Tree Capital Management LLC | Palo Alto, CA | 105 | 17th | 2026-07-23 |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.