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OCEAN PARK ASSET MANAGEMENT, LLC
CRD 145634 · SEC 801-68554
3420 OCEAN PARK BLVD., STE 3060, SANTA MONICA, CA, 90405, United States
Phone
310-452-1887
Fax
310-452-2680
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.94B
Discretionary AUM
$3.94B
Team
58 total employees; 7 advisory reps; 20 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $17.3M |
| High net worth individuals | 4 | $7.2M |
| Investment companies | 12 | $3.91B |
| Pension/profit sharing plans | 1 | $179K |
| Charitable organizations | 1 | $118K |
States served
CA, CO, LA, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD