Ocean Path Advisors, LLC

Overview

Ocean Path Advisors, LLC is an independent registered investment adviser that manages client portfolios on a percentage-of-AUM fee basis and serves both individual/family and institutional clients. The firm acts as a capital allocator, using external managers alongside its own portfolio management services for individuals and small businesses and performing selection of other advisers. Ocean Path reports it is not an active ESG investor and does not operate as a multistate or pension consultant adviser; it is organized as an LLC and became SEC-registered in 2026.

Assets & Accounts

Investments & Alternatives

Location & Offices