Ocean Park Asset Management, LLC
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 145634
- Registered since
- November 30, 2007
- Website
- www.oceanparkam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.37%
- Individuals0.44%
- HNWI0.18%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Ocean Park Asset Management, LLC is an institutional registered investment adviser that acts primarily as a portfolio manager for both individual/family clients and investment companies. The firm is registered with the SEC (initial registration year 2007) and operates on a percentage-of-AUM fee schedule. Its advisory activities emphasize discretionary portfolio management for individuals/small businesses and for investment companies. The firm does not market itself as an active ESG investor. Organizationally, Ocean Park is structured as an LLC with a domestic entity/individual ownership profile and is classified in the dataset as an institutional RIA. It identifies both individual & family and institutional clients among its core constituencies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$2.2B in ETFs
61%
$1.4B
23%
$867M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SENIOR LOAN ETF (BKLN) | Invesco | Passive | Bank Loan | $388M | 18,985,304 | 17.28% |
Location
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 3420 Ocean Park Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Gerber Kawasaki Wealth & Investment Management
RIASanta Monica, CA
Abacus Wealth Partners
RIASanta Monica, CA
Tennenbaum Capital Partners, LLC
RIASanta Monica, CA
Emerald Lake Capital Management, L.P.
RIASanta Monica, CA
Anthos Capital
RIASanta Monica, CA
Glendon Capital Management L.P.
RIASanta Monica, CA