← Back to searchVisit website
KULEANA CAPITAL MANAGEMENT LLC
CRD 287732
3606 MILLINGTON ROAD, FREE UNION, VA, 22940, United States
Phone
434-207-2401
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$82.6M
Discretionary AUM
$82.6M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)AD-HOC FINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $496K |
| High net worth individuals | 20 | $80.7M |
| Pooled investment vehicles | 2 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD