GREEN OCEAN GLOBAL ADVISORS LLC

RIASEC Registered
Total AUM
$115M
Discretionary
$115M
100% of AUM
Avg account
$781K
Accounts
147
Employees
5
Advisory reps
5

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
321145
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI78.8%
  • Individuals21.2%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Green Ocean Global Advisors LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It reports a blended fee model that includes percentage‑of‑AUM billing alongside fixed fees and other arrangements. The firm describes itself as a capital allocator, which aligns with its use of external managers for alternative strategies. It does not identify as an active ESG investor, and its filings indicate it is not a pension consultant or a related adviser to other firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Non-Exchange Traded Equities 38%, US Government Bonds 13%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%, Derivatives 1%42%
  • Exchange Traded Equities42%
  • Non-Exchange Traded Equities38%
  • US Government Bonds13%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • JOHN MCNERTNEY

    Chief Executive OfficerCRD 5065523

Contacts

3 of 4
  • Jacob Schwartz

    Associate AdvisorCRD 8160472

  • Noa Hoffman

    Investment Advisor RepresentativeCRD 6004344

  • MARK MOBERG

    Financial AdvisorCRD 2247389

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
201 Spear St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth