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Building 2OCEAN ENDOWMENT PARTNERS, LLC

Map pin
Phone650-234-7803
NotebookSEC #801-78273
Total AUM
$761.5M
Employees
2
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
650-234-7803

ReceiptFinancials

Total AUM
$761.5M
Accounts
7
Discretionary
$761.5M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
5
AUM
$283.7M
Pooled Vehicle Clients
1
AUM
$470.6M
Charitable Organization Clients
1
AUM
$7.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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