RIA Intel›Advisers›OCEAN ENDOWMENT PARTNERS, LLC

OCEAN ENDOWMENT PARTNERS, LLC

Advisory

N·

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$761M
1-Year AUM Growth
+15.3%
3-Year CAGR
+1.7%
Employees
2
Assets Under Management
Total AUM$761M
Discretionary AUM$761M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record17
First FilingJun 25, 2013
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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