Bank of Hawaii provides portfolio management for investment companies and portfolio management for institutions.
Bank of Hawaii reports 6 clients. They include 3 investment companies, 2 other clients and 1 state or municipal government entity. Of its assets, 100.0% ($1.25B across 24 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 50% | 52% |
| State or municipal government entities | 17% | 13% |
| Other | 33% | 34% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 3 | $658M | 52.5% | $219M |
| State or municipal government entities | Fewer than 5 | $166M | 13.2% | $166M |
| Other | Fewer than 5 | $431M | 34.3% | $215M |
| Total | 6 | $1.25B | 100% | — |
- Clients
- 3
- Regulatory AUM
- $658M
- AUM share
- 52.5%
- Avg. per client
- $219M
- Clients
- Fewer than 5
- Regulatory AUM
- $166M
- AUM share
- 13.2%
- Avg. per client
- $166M
- Clients
- Fewer than 5
- Regulatory AUM
- $431M
- AUM share
- 34.3%
- Avg. per client
- $215M
Total
- Clients
- 6
- Regulatory AUM
- $1.25B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Bank of Hawaii is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Bank of Hawaii Corporation owns 75% or more of Bank of Hawaii. The leadership team of Bank of Hawaii includes President Catherine Fujisaki and Chief Investment Officer Roger Khlopin. It has 34 employees, 6 of them in advisory roles.
Staff
- 34 employees
- 6 in advisory functions
- Owns 75% or more of Bank of Hawaii
Bank of Hawaii Corporation
Control person · since August 1971
Bank of Hawaii’s regulatory assets fell from $1.37B (July 2021) to $1.25B (March 2026); clients were 6 in both filings and employees rose from 28 to 34.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.25B | 6 | 34 | 1 |
| Feb 2025February 2025 | $1.12B | 6 | 34 | 1 |
| Mar 2024March 2024 | $1.17B | 6 | 34 | 1 |
| Mar 2023March 2023 | $1.15B | 6 | 30 | 1 |
| Mar 2022March 2022 | $1.2B | 6 | 29 | 1 |
| Jul 2021July 2021 | $1.37B | 6 | 28 | 1 |
Besides its headquarters, Bank of Hawaii has 0 offices, with 1 listed address in 1 state.
Hawaii · 1 listed address
- 111 South King Street, 4th Floor, HonoluluHQ
Contact and registration details
- Legal name
- Bank of Hawaii
- Headquarters
- 111 South King Street, 4th Floor, Honolulu, HI 96813-4405
- Website
- boh.com
- Phone
- 808-694-8372
- SEC file
- 801-60203
- Structure
- Hawaii other (specify)
- Fiscal year end
- December
Bank of Hawaii’s named custodian for separately managed accounts is Bank of Hawaii ($597M). Bank of Hawaii has custody of client assets.
- Bank of HawaiiBank of Hawaii · Honolulu, HI · $597M100%
At year end, Bank of Hawaii’s separately managed accounts were mostly in bonds (63%) and cash (37%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.03B across 233 positions; the largest are Vanguard (8.3%), iShares (8.3%) and Vanguard (8.2%).
What the accounts hold
- Bonds63%
- Cash37%
How many clients does Bank of Hawaii have?
Bank of Hawaii has 6 clients and manages $1.25 billion for them, as of March 2026. They include 3 investment companies, 2 other clients and 1 state or municipal government entity.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does Bank of Hawaii offer?
Bank of Hawaii provides portfolio management for investment companies and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Bank of Hawaii use?
Bank of Hawaii’s separately managed account assets are held at Bank of Hawaii (Honolulu, HI), with $597M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does Bank of Hawaii have?
Bank of Hawaii has 0 investment adviser representatives registered with state securities authorities, out of 34 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bank of Hawaii invest in?
At the end of its last fiscal year, Bank of Hawaii’s separately managed accounts held 63% U.S. government and agency bonds and 37% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bank of Hawaii?
Bank of Hawaii’s direct owner is Bank of Hawaii Corporation (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does Bank of Hawaii get paid?
Bank of Hawaii is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bank of Hawaii?
Bank of Hawaii’s main office is at 111 South King Street, 4th Floor, Honolulu, HI 96813-4405. Its phone number is 808-694-8372. Its website is boh.com.