# Kukui Tree Capital Management LLC

> Kukui Tree Capital Management LLC is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 330374
- Filed as: KUKUI TREE CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330374
- AdvisorCensus page: https://advisorcensus.com/firm/kukui-tree-capital-management-llc-palo-alto-ca-330374

## Quick answers

**How is Kukui Tree Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kukui Tree Capital Management LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Kukui Tree Capital Management LLC charge?**
Its Form ADV Part 2A brochure dated June 25, 2026 states: Up to $2,000,000: 0.9% a year; $2,000,000.01 to $5,000,000: 0.8% a year; $5,000,000.01 to $10,000,000: 0.7% a year; $10,000,000.01 to $20,000,000: 0.5% a year; $20,000,000.01 to $30,000,000: 0.4% a year; Above $30,000,000.01: 0.3% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kukui Tree Capital Management LLC located?**
Kukui Tree Capital Management LLC's principal office is in Palo Alto, CA, according to its Form ADV.

**Is Kukui Tree Capital Management LLC registered with the SEC or a state?**
Kukui Tree Capital Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 330374.

**How much does Kukui Tree Capital Management LLC manage?**
Kukui Tree Capital Management LLC reports $105,200,000 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (85% discretionary).

**What types of clients does Kukui Tree Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23).

**Which custodians does Kukui Tree Capital Management LLC use?**
Kukui Tree Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kukui Tree Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330374

**Does Kukui Tree Capital Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 25, 2026 says: "Kukui Tree generally does not impose a minimum relationship size."

**What changed in Kukui Tree Capital Management LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 25, 2026)

- Up to $2,000,000: 0.9% a year
- $2,000,000.01 to $5,000,000: 0.8% a year
- $5,000,000.01 to $10,000,000: 0.7% a year
- $10,000,000.01 to $20,000,000: 0.5% a year
- $20,000,000.01 to $30,000,000: 0.4% a year
- Above $30,000,000.01: 0.3% a year

> Wealth management fees are based on the following blended tier schedule: Assets Under Management ($) Annual Rate (%) Up to $2,000,000 0.90% $2,000,000.01 to $5,000,000 0.80% $5,000,000.01 to $10,000,000 0.70% $10,000,000.01 to $20,000,000 0.50% $20,000,000.01 to $30,000,000 0.40% $30,000,000.01 and above 0.30%

> Fees may be negotiable at the sole discretion of the Advisor.

- Account minimum: None

> Kukui Tree generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $105,200,000
- Discretionary: $89,200,000
- Non-discretionary: $16,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $515,000 |
| High net worth individuals | 23 | $104,685,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kukuitreecapital.com](https://kukuitreecapital.com)
- LinkedIn @102072155

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kukui Tree Capital Management LLC (CRD 330374): Form ADV filing data as of October 2026.