OCEAN PATH ADVISORS, LLC

Overview

Ocean Path Advisors, LLC is a privately owned investment adviser organized as an LLC that serves both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and reports portfolio management for individuals and small businesses as a primary advisory activity, along with selecting other advisers and managers on clients’ behalf. The firm identifies itself as a capital allocator, but it does not identify itself as an ESG-focused or multistate adviser in its disclosures. The firm registered with the SEC in 2026 and operates under an owner-held structure. Its business model emphasizes discretionary portfolio oversight and the use of third-party managers where appropriate rather than acting solely as a single-manager boutique.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices