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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Ohana Advisors

Multi family office in San Rafael, United States, founded 1993; focus on fintech, healthtech and software.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
San Rafael, United States
FOUNDED
1993

Investment approach

ROUTES
Companies (own capital)

Overview

Founded in 1993, this multi family office has its headquarters in San Rafael, United States. Its sector focus covers fintech, healthtech, software and climate. It invests directly in companies; 3 people are named on its team.

People

  • Josh Richter
    Managing Partner & CIO · source
  • John Schneider
    Managing Partner & COO · source
  • Dave Schrader
    Partner & Managing Director · source

Frequently asked questions

Ohana Advisors is a multi family office based in San Rafael, the United States, founded in 1993.

Ohana Advisors invests its own capital into companies.

Ohana Advisors invests in Fintech, HealthTech, Software & SaaS, Climate & Energy, Artificial Intelligence and Biotech & Life Sciences.

Key people at Ohana Advisors include Josh Richter (Managing Partner & CIO), John Schneider (Managing Partner & COO) and Dave Schrader (Partner & Managing Director).