Menu
Welcome back, Mumbi Mbiyu
Operations Portal
Oaktree
Customers
Add Customer
Total Customers
5
Active base
Active Clients
4
Currently managed
Total AUM
KES 33.0M
Assets under management
Avg Portfolio
KES 6.6M
Per customer
All Customers
Showing 5 of 5 customers
#
Name
Advisor
Status
Portfolio
Joined
Action
001
David Njeru
+254 711 555 666
Mumbi Mbiyu
Active
KES 2,500,000
9 Feb 2026
View
002
Catherine Wambui
+254 722 111 333
John Kamau
Active
KES 18,500,000
15 Nov 2025
View
003
James Kipchumba
+254 733 222 444
Sarah Njoroge
Active
KES 4,200,000
20 Jan 2026
View
004
Lucy Nyokabi
+254 710 555 777
Mumbi Mbiyu
Active
KES 6,800,000
1 Sept 2025
View
005
Hassan Ali
+254 720 888 999
John Kamau
Inactive
KES 950,000
5 Jan 2026
View