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Ocean Fund Advisors LLC (Santa Monica)


Ocean Fund Advisors LLC is a pension cosultant based in Santa Monica. It manages $1.32 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Ocean Fund Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ocean Fund Advisors: assets under management

The assets under management (AUM) of Ocean Fund Advisors LLC is $1.32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.32 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ocean Fund Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Monica

The principal office where Ocean Fund Advisors LLC performs its advisory services is located at 100 Wilshire Blvd, Santa Monica, CA 90401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-451-8330 or by fax 310-451-8331. The normal business hours are 8:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at www.oceaninvestors.com.


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