OCEAN ENDOWMENT PARTNERS, LLC

6 registered advisors·CRD# 154518
SEC# 801-782730650-234-7803
01

Firm Overview

AUM
$608M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at OCEAN ENDOWMENT PARTNERS, LLC

6 registered advisors
B. Howard Pearson
MENLO PARK, California
Kathryn Gerber Kennedy
MENLO PARK, California
Michael Brownrigg
MENLO PARK, California
Nina Walton
MENLO PARK, California
Paul A Ormond
MENLO PARK, California
Sunica Tyler Edelstein
MENLO PARK, California
05

Office Locations

MENLO PARK, California
6 advisors

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Data sourced from SEC Form ADV filings. OCEAN ENDOWMENT PARTNERS, LLC (CRD# 154518) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.