Verified 10 Nov 2026
Okabena Investment Services Inc
Okabena Investment Services Inc is the SEC-registered investment arm of Okabena, an independent multi-family office in Minneapolis, Minnesota, that has served families and select tax-exempt institutions since 1967. It invests client money through outside managers in a discretionary, open-architecture program spanning public and private markets. Family office services come from Okabena Company, and trustee services from its subsidiary Boulder Bridge Trust Company.
- Type
- Multi-family office
- Location
- Minneapolis, Minnesota, United States
- Sectors
- Public equities, Private funds, Hedge funds
- Fund size / AUM
- $2.1B regulatory AUM (Form ADV, filed 2026-03-27)
- Latest fund or filing
- 27 Mar 2026
- Website
- www.okabena.com
Contacts on file
For Okabena Investment Services Inc, the paid file holds: 5 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/111162
- reports.adviserinfo.sec.gov/reports/ADV/111162/PDF/111162.pdf
- okabena.com/
- www.okabena.com/
- okabena.com/contact/
- okabena.com/services/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 9 lists
US family offices that invest in hedge funds (32)Family offices that invest in hedge funds (40)Family offices in the Midwest (44)US family offices that invest in private funds (85)Family offices that invest in private funds (109)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)