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KUKUI TREE CAPITAL MANAGEMENT LLC

PALO ALTO, CA · CRD 330374 · IAPD ↗ · kukuitreecapital.com · 650-434-0488

$105.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — KUKUI TREE CAPITAL MANAGEMENT LLC (PALO ALTO, CA) is newly SEC-registered with $105.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.