Investment adviser · CRD 105765
OCEAN PARK ASSET MANAGEMENT, INC.
Investment adviser filing (IA)
SANTA MONICA, CA, United States · Form ADV filed Sep 6, 2024
- Regulatory AUM
- $147M Form ADV · Item 5.F
- Client accounts
- 609 Accounts, not individual clients
- Employees
- 48 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 400 | $75,350,174 | 51.3% |
| High-net-worth individuals | 15 | $36,387,783 | 24.8% |
| Other investment advisers | 8 | $31,381,550 | 21.4% |
| Retirement plans | 6 | $2,042,654 | 1.4% |
| Charities | Fewer than 5 | $1,126,396 | 0.8% |
| Corporations & businesses | Fewer than 5 | $521,585 | 0.4% |
Filing source
Form ADV 1900351 · Sep 6, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 6, 2024. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
3420 OCEAN PARK BLVD, SUITE 3060SANTA MONICA, CA, 90405, United States
CRD 105765
Filing source
Form ADV 1900351 · Sep 6, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.