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OCEAN PATH ADVISORS, LLC
CRD 338933 · SEC 801-135249
115 21ST ST., MANHATTAN BEACH, CA, 90266, United States
Phone
310 302 7685
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$559.5M
Discretionary AUM
$559.5M
Team
6 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $28.3M |
| High net worth individuals | 135 | $513.0M |
| Charitable organizations | 2 | $12.2M |
| Corporations/business entities | 4 | $6.0M |
States served
AZ, CA, CO, MD, NM, NY, OR, PA, UT, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD