AdvisorOS Directory
Claim Profile
KK

Kathryn Gerber Kennedy

OCEAN ENDOWMENT PARTNERS, LLC·MENLO PARK, California
Unclaimed Profile
3000 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 2635336Firm CRD# 154518
01

About

Kathryn Gerber Kennedy is a registered financial advisor based in MENLO PARK, California, affiliated with OCEAN ENDOWMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
OCEAN ENDOWMENT PARTNERS, LLC
OCEAN ENDOWMENT PARTNERS, LLC
AUM
$608M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at OCEAN ENDOWMENT PARTNERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2635336
Firm CRD# 154518
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MENLO PARK?

Browse all registered financial advisors in MENLO PARK, California or claim this profile if it's yours.

Browse MENLO PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kathryn Gerber Kennedy offer?
Kathryn Gerber Kennedy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MENLO PARK, California for a consultation.
What are Kathryn Gerber Kennedy's credentials?
Kathryn Gerber Kennedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Gerber Kennedy located?
Kathryn Gerber Kennedy is based in MENLO PARK, California, working with OCEAN ENDOWMENT PARTNERS, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Kathryn Gerber Kennedy charge for services?
Kathryn Gerber Kennedy's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OCEAN ENDOWMENT PARTNERS, LLC?
OCEAN ENDOWMENT PARTNERS, LLC has approximately 2 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MENLO PARK
Eric John Chin — CROSSLINK CAPITAL, INC.Mike Tremmel — MAKENA CAPITAL MANAGEMENT, LLCWilliam Joseph Burns — MAKENA CAPITAL MANAGEMENT, LLCRhona Thompson — SIGNIA MANAGEMENT COMPANY, LLCSarah Elizabeth Rogers — GLYNN CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile