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KUKUI TREE CAPITAL MANAGEMENT LLC
CRD 330374
2625 MIDDLEFIELD RD, SUITE 476, PALO ALTO, CA, 94306, United States
Phone
650-434-0488
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$82.8M
Discretionary AUM
$69.4M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 19 | $81.2M |
All web addresses on file
Official SEC filing: View on IAPD