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Okabena Investment Services Inc.
Okabena Investment Services Inc is a private investment adviser and hedge fund manager headquartered in Minneapolis, Minnesota. Founded in 1978, the firm provides investment management services with a focus on multi-asset, global strategies, primarily serving family office clients. As of 2025, the firm employs approximately 18 professionals, most of whom are investment staff. Okabena manages a range of private funds including equities, fixed income, alternatives, and private markets, and is registered as an adviser with the SEC.
Investment Strategy
Okabena Investment Services Inc employs a diversified, multi-asset investment approach across both public and private markets, including equities, fixed income, alternatives, and private investments. The firm focuses on capital preservation and risk management while targeting long-term growth for its family office clients. Investments are made through multiple proprietary funds, leveraging disciplined portfolio construction, manager selection, and due diligence, tailored to meet the unique objectives of ultra-high-net-worth families.
Latest 13F Filing Activity
Okabena Investment Services Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 127 equity positions with a total 13F market value of $450M. The fund increased holdings in Ishares Core S&P 500 Etf, Microsoft Corp. Com, Vanguard Ftse Developed Markets Etf among other positions. Okabena Investment Services Inc. reduced exposure to Vanguard S&P 500 Etf, Philip Morris Intl Inc. Com, Mastercard Incorporated CL A among others.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 9.78% | $44.0M | 637,377 | $51.57 | $69.09 | +$4.5M |
V VOO | VANGUARD S&P 500 ETF | 7.41% | $33.4M | 58,771 | $506.55 | $568.03 | -$11.9M |
I IVV | ISHARES CORE S&P 500 ETF | 6.83% | $30.8M | 49,562 | $583.53 | $620.90 | +$22.6M |
T TGT | TARGET CORP COM | 4.40% | $19.8M | 200,750 | $147.51 | $98.65 | -$1.2M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.34% | $19.6M | 343,036 | $52.16 | $57.01 | +$6.9M |
Industry Allocation
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