Bishop Street Capital Management
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Overview
Bishop Street Capital Management operates as an advisory firm that has its headquarters in Honolulu, Hawaii. It has $117.4 million in assets under management over one client account, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The company has a small group, including 5 financial advisors. Bishop Street Capital Management does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as bonds, equities and options.
Bishop Street Capital Management oversees all of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell choices without needing the client's authorization. The investment advisory firm administers about $117.4 million for every customer account. The average advisor at Bishop Street Capital Management administers fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The company's main office is at First Hawaiian Center, Honolulu, Hawaii 96813. It is legally allowed to provide services to customers in the state of Hawaii.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bishop Street Capital Management by the Numbers
$117.4 million
14
1
$117.4 million
Fee Structure
Financial advisory fees usually are based on which services the firm provides the client. Fees billed by the firm typically consist of the following fee structure: asset-based. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with investment companies. Bishop Street Capital Management's biggest client group by number of accounts is investment companies. None of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bishop Street Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bishop Street Capital Management
Honolulu, HI
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