Investment adviser · CRD 145634
OCEAN PARK ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
SANTA MONICA, CA, United States · Form ADV filed Jul 15, 2026
- Regulatory AUM
- $3.94B Form ADV · Item 5.F
- Client accounts
- 226 Accounts, not individual clients
- Employees
- 58 Reported in this filing
- Advisory professionals
- 7 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 |
|---|---|---|---|
| Investment companies | 12 | $3,910,657,353 | 99.4% |
| Individuals | 120 | $17,305,563 | 0.4% |
| High-net-worth individuals | Fewer than 5 | $7,207,076 | 0.2% |
| Retirement plans | Fewer than 5 | $179,380 | 0.0% |
| Charities | Fewer than 5 | $117,913 | 0.0% |
Filing source
Form ADV 2120012 · Jul 15, 2026 · 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: Jul 15, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management
Compensation
Percentage of assets
Principal office
3420 OCEAN PARK BLVD., STE 3060SANTA MONICA, CA, 90405, United States
CRD 145634
Filing source
Form ADV 2120012 · Jul 15, 2026 · 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.