RIA Intel›Advisers›California›JOCELYN INVESTMENT MANAGEMENT, LLC

JOCELYN INVESTMENT MANAGEMENT, LLC

Advisory

N·SAN RAFAEL, CA

Data as of Dec 9, 2022 · Source: SEC Form ADV

Total AUM
$597M
1-Year AUM Growth
0.0%
3-Year CAGR
+19.6%
Employees
2
Assets Under Management
Total AUM$597M
Discretionary AUM$70M
Non-Discretionary AUM$527M
Discretionary %11.7%
Total Clients—
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingSep 14, 2007
Latest FilingDec 9, 2022
🔒 Full AUM trend chart and 23 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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