Bishop Street Capital Management Corp (Honolulu)

Bishop Street Capital Management Corp is a large advisory firm based in Honolulu. It manages $164 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Hawaii.

Bishop Street Capital Management Corp provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bishop Street Capital Management Corp: assets under management

The assets under management (AUM) of Bishop Street Capital Management Corp is $164 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $164 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $82 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bishop Street Capital Management Corp 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 Robert Takeo Fujioka serves?

The only and largest group of clients of Robert Takeo Fujioka is investment companies with 1 clients and $164 million of assets under management. Among the 10 most similar advisory firms, Bishop Street Capital Management Corp has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $164 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Bishop Street Capital Management Corp doesn't advise any private funds.

Careers at Bishop Street Capital Management Corp

The company employs 14 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 3 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.

Robert Takeo Fujioka has been acting as President since 1 Jun 2011. Ravi Mallela joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
First Hawaiian Bank (Fhb)	Parent corporation	1 Nov 1999	75% - 100%	99-0034327
Michael Reed Masuda	Svp & sr. operating officer	1 Nov 1999	Other	4388532
Don J. Mcgrath	Director	1 Nov 1999	Other	4388533
John K. Tsui	Director, chairman & ceo	1 Nov 1999	Other	4388535
Albert M. Yamada	Treasurer & assistant secretary	1 Nov 1999	Other	4388536
William E. Atwater	Vice president & secretary	1 Nov 1999	Other	4388541
Walter A. Dods	Director	1 Nov 1999	Other	4388543
Anthony Denkey Goo	Svp & chief investment officer	1 Nov 1999	Other	1400885
Bradford Lloyd Harrison	Vp, marketing & client servicing	1 Nov 1999	Other	1400888
Donald G Horner	Director	1 Nov 1999	Other	843431
Howard H. Karr	Director	1 Nov 1999	Other	4388545
Donald Gordon Horner	Director, chairman & ceo	1 Nov 1999	Other	843431
Robert Anthony Alm	President	1 Nov 1999	Other	4388539
James Dennis Dresser	Vp & regional sales manager	1 Jan 2000	Other	2178211
Stephanie Toshie Katayama	Compliance & information director	1 Jun 2000	Other	4388529
Robin Starr Midkiff	President	1 Nov 2000	Other	2759244
Gregory Emmett Ratte	Svp	1 Apr 2001	Other	2191346
Ryan Hajime Ota	Investment specialist	1 Jul 2001	Other	4436331
Gerald M. Pang	President	1 Jul 2001	Other	4436341
Robin Starr Midkiff	President	1 Nov 2001	Other	2759244
Joseph Caballero	Investment officer	1 Feb 2002	Other	4511997
Philip R Hart	Senior portfolio manager	1 Feb 2002	Other	1231843
Kenneth Lee Miller	Senior analyst	1 Feb 2002	Other	2727644
Philip Allen Hart	Senior pm & director of high net worth	1 Feb 2002	Other	1231843
Kenneth Lee Miller	Senior vice president & director of equity	1 Jun 2002	Other	2727644
Mliss Hualani Moore	Co-director of equity/senior analyst	1 Jun 2002	Other	1433688
Matthew Milburn Walton	Svp & director of fixed income	1 Jul 2002	Other	2658903
Ryan Hajime Ota	Chief compliance officer	1 Mar 2004	Other	4436331
Michael Katsumi Hirai	Director, president, chief investment officer & director of fixed income	1 Jun 2004	Other	2956912
Mark Francior Oyadomori	Chief compliance officer	1 Aug 2004	Other	1261794
Ryan Shigeo Ushijima	Senior vice president & chief compliance officer	1 Nov 2004	Other	2143550
Robert Takeo Fujioka	Director & vice chair	1 May 2005	Other	5098187
Dale Toshiaki Kobayashi	President & chief investment officer	1 Jun 2005	Other	2169575
Robert Scott Harrison	Director & ceo	1 Nov 2007	Other	5520605
Raymond Shigeo Ono	Director	1 Jun 2010	Other	5751433
Elizabeth Loui Tom	Director	1 Jun 2010	Other	2737370
Robert Takeo Fujioka	Director	1 Jun 2011	Other	5098187
Robert Scott Harrison	Director	1 Jun 2011	Other	5520605
Donald Gordon Horner	Director	1 Jun 2011	Other	843431
Corbett A. K. Kalama	Director	1 Jun 2011	Other	5931561
Carrie K. S. Okinaga	Secretary, treasurer & director	1 Apr 2012	Other	6048121
Alan Hisashi Arizumi	Director & chairman & ceo	1 Feb 2013	Other	6161821
Michael Hung Fan Ching	Treasurer	1 Jun 2015	Other	6526762
David Kevin Rair	Secretary	1 Jun 2015	Other	6527463
Michael Katsumi Hirai	Director, president, chief investment officer & chief executive officer	1 May 2016	Other	2956912
Alan Hisashi Arizumi	Director, chairman of the corporation	1 May 2016	Other	6161821
Mitchell Nishimoto	Director	1 Jul 2016	Other	6682122
Kenneth Lee Miller	Director, chairman, ceo, chief investment officer, director of equity	1 Dec 2017	Other	2727644
Jennifer Carias	President	1 Dec 2017	Other	5174909
Lance Allen Mizumoto	Director	1 Mar 2018	Other	1686697
Ravi Mallela	Treasurer	1 Jul 2019	Other	7162139

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bancwest Corporation (Bwe)	Parent corporation	1 Dec 1973	75% - 100%	99-0156159
Bancwest Corporation (Bwe)	Indirect owner	1 Nov 1998	75% - 100%	99-0156159
Bnp Paribas S.A.	Indirect owner	1 Dec 2001	75% - 100%	94-1677765
Bnp Paribas	Parent corporation (indirect owner)	1 Dec 2001	75% - 100%	99-1677765
Inc. First Hawaiian	Indirect owner	1 Jul 2016	75% - 100%	99-0156159

Based in Honolulu

The principal office where Bishop Street Capital Management Corp performs its advisory services is located at First Hawaiian Center, Honolulu, HI 96813 The mailing address of the firm is Post Office Box 3708, Honolulu, HI 96811. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 808-525-6246 or by fax 808-525-6179. The normal business hours are 7:45 am - 5:00 pm on Monday - Friday.