Bank Of Hawaii (Honolulu)

Bank Of Hawaii is a large advisory firm based in Honolulu. It manages $1.53 billion of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Hawaii.

Bank Of Hawaii provides portfolio management for investment companies and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bank Of Hawaii: assets under management

The assets under management (AUM) of Bank Of Hawaii is $1.53 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.53 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.01 million each.

Investments

The firm invests in government bonds the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bank Of Hawaii for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bank Of Hawaii serves?

The only and largest group of clients of Bank Of Hawaii is investment companies with 4 clients and $1.33 billion of assets under management. Among the 13 most similar advisory firms, Bank Of Hawaii has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $1.33 billion for 4 clients. None of the firm’s clients are foreign persons or businesses.

Bank Of Hawaii doesn't advise any private funds.

Careers at Bank Of Hawaii

The company employs 30 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

William James Barton has served as the Chief Investment Officer since 1 Mar 2001. Roger John Khlopin joined the executive team most recently as the Chief Investment Officer & Manager, Svp.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bank Of Hawaii Corporation	Parent corporation	1 Aug 1971	75% - 100%	99-0148992
Pacific Century Financial Corporation	Parent corporation	1 Aug 1971	75% - 100%	99-0148992
William James Barton	Svp/chief investment officer	1 Mar 2001	Other	2034180
John Sakai Hoshino	Compliance officer	1 Mar 2001	Other	3025171
David Guy Zerfoss	Senior vice president	1 Mar 2001	Other	4385474
Bonnie Yuriko Lum	Avp/compliance officer	1 Apr 2002	Other	4532867
Steven Robert Champion	Evp/chief investment officer	1 Apr 2002	Other	4532870
Lorene K Okimoto	Deputy manager	1 Oct 2002	Other	4606662
William James Barton	Svp/cio	1 Mar 2003	Other	2034180
Howard Hodel	Svp/manager	1 Mar 2003	Other	4649477
Donald Gordon Charles	Compliance officer, vp	1 Mar 2003	Other	2734526
Howard Mark Hodel	Evp/manager	1 Mar 2003	Other	4649477
Roger John Khlopin	Evp	1 Mar 2005	Other	2073429
Robert Ikua Crowell	Evp	1 Mar 2005	Other	4691793
Tobias Michael Martyn	Evp & cio	1 Mar 2005	Other	1218523
Peter Samuel Ho	Manager	1 Mar 2005	Other	4881336
Tobias Michael Martyn	Evp, cio & manager	1 Jan 2006	Other	1218523
Jordan Tamotsu Ige	Svp	1 Jan 2006	Other	716168
Stephen Kanoa Rodgers	Senior vice president	1 Aug 2006	Other	5307267
Stephen Kanoa Rodgers	Chief investment officer & manager, evp	1 Oct 2009	Other	5307267
Vincent Everett Barfield	Manager	1 Oct 2009	Other	5729279
Donald Gordon Charles	Chief compliance officer, svp	1 Apr 2010	Other	2734526
Robert Ikua Crowell	Manager, evp	1 May 2011	Other	4691793
Catherine Mcgowan Fujisaki	Vice president and chief compliance officer	1 Aug 2016	Other	1513674
Roger John Khlopin	Chief investment officer & manager, svp	1 Oct 2018	Other	2073429

Based in Honolulu

The principal office where Bank Of Hawaii performs its advisory services is located at 130 Merchant Street, Suite 370, Honolulu, HI 96813 4405 The mailing address of the firm is P.O. Box 3170, Honolulu, HI 96802 3170. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 808-694-8372 or by fax 808-694-4329. The normal business hours are 8:00 am to 5:00 pm (hawaii std time) on Monday - Friday.