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OCEAN ENDOWMENT PARTNERS, LLC
CRD 154518 · SEC 801-78273
CA, United States
Phone
650-234-7803
Fax
650-297-0917
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$761.5M
Discretionary AUM
$761.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $283.7M |
| Pooled investment vehicles | 1 | $470.6M |
| Charitable organizations | 1 | $7.2M |
States served
CA, IL
All web addresses on file
Official SEC filing: View on IAPD