BISHOP STREET CAPITAL MANAGEMENT
BISHOP STREET CAPITAL MANAGEMENT CORP Legal Name
Adviser information for BISHOP STREET CAPITAL MANAGEMENT last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Hawaii, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $219.4M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $219.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $219.4M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Principal Office
FIRST HAWAIIAN CENTER999 BISHOP STREET, 25TH FLOOR
HONOLULU
HI
United States
Monday - Friday, 7:45 AM - 5:00 PM
Tel: 808-525-6246, Fax: 808-525-6179
Chief Compliance Officer
RYAN USHIJIMA
CHIEF COMPLIANCE OFFICER
FIRST HAWAIIAN CENTER
999 BISHOP ST., 25TH FLOOR
HONOLULU
HI
United States
Tel:
808.525.5120
Fax:
808.525.8110
R********@******M
(Full email address available in API data)
Regulatory Contact
SHERI-LYNN MAEDA
COMPLIANCE OFFICER
FIRST HAWAIIAN CENTER
999 BISHOP ST., 25TH FLOOR
HONOLULU
HI
United States
Tel:
808-525-5677
Fax:
808-525-6179
S*****@******M
(Full email address available in API data)
Industry Affiliates
| FIRST HAWAIIAN BANK | Other investment adviser, including financial plannersRegistered municipal advisorBanking or thrift institutionTrust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FIRST HAWAIIAN BANK (FHB) | Domestic Entity | – | PARENT CORPORATION | 11/1999 | > 75% |
| MILLER, KENNETH, LEE | Individual | – | DIRECTOR, CHAIRMAN, CEO, CHIEF INVESTMENT OFFICER | 12/2017 | < 5% |
| USHIJIMA, RYAN, SHIGEO | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2004 | < 5% |
| HARRISON, ROBERT, SCOTT | Individual | – | DIRECTOR | 06/2011 | < 5% |
| ARIZUMI, ALAN, HISASHI | Individual | – | DIRECTOR | 05/2016 | < 5% |
| RAIR, DAVID, KEVIN | Individual | – | SECRETARY | 06/2015 | < 5% |
| FIRST HAWAIIAN, INC. | Domestic Entity | FIRST HAWAIIAN BANK (FHB) | INDIRECT OWNER | 07/2016 | > 75% |
| CHAR, NEILL, ALAN | Individual | – | DIRECTOR | 07/2021 | < 5% |
| NOMURA, STEPHANIE, CHUN | Individual | – | PRESIDENT | 03/2022 | < 5% |
| BLAKENEY, DARLENE, N | Individual | – | DIRECTOR | 10/2023 | < 5% |