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Mauka Capital, LLC (Chicago)


Mauka Capital, LLC is an adviser based in Chicago. It manages $4.55 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015.

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Mauka Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mauka Capital: assets under management

The assets under management (AUM) of Mauka Capital, LLC is $4.55 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $4.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.55 million each.
Mauka Capital has custody of $4.55 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mauka Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Mauka Capital, LLC performs its advisory services is located at 6 N. Michigan Avenue, Chicago, IL 60602, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-320-0058. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at maukacapital.com.


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