OCEAN PARK CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$47.6M
Discretionary
$47.6M
100% of AUM
Avg account
$23.8M
Accounts
2
Employees
5
Advisory reps
5

Firm details

Headquarters
SANTA MONICA, California
CRD number
134517
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ocean Park Capital Management, LLC is a limited liability company that operates as a hedge fund manager focused on pooled investment vehicles for institutional clients. The firm is owner-operated at the individual level and acts as portfolio manager for its funds; it also appears in sponsor/GP and managing-member roles and lists affiliations that include other investment adviser activity and a law firm relationship. Fee arrangements combine a percentage-of-assets model with performance‑based fees. The firm does not identify as an active ESG investor and is not registered or flagged as a multi-state adviser in the available data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • RICHARD BEALE

    OwnerCRD 3084780

  • ADAM BLUMENSTEIN

    CRD 4579187

  • RICHARD HOLTZ

    ConsultantCRD 4719775

Unlock 2 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

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
2503 Main St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth