Investment adviser · CRD 133452
OCEAN STATE ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
PROVIDENCE, RI, United States · Form ADV filed Jan 11, 2012
- Regulatory AUM
- $176M Form ADV · Item 5.F
- Client accounts
- 9 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Jan 11, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
101 DYER STREETPROVIDENCE, RI, 02903-3908, United States
CRD 133452
Filing source
Form ADV 600961 · Jan 11, 2012 · 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.