Oceansound Partners, LP

RIASEC RegisteredEst. 2020
Total AUM
$6.9B
Discretionary
$6.7B
97% of AUM
Avg account
$257M
Accounts
27
Employees
35
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
300935
Registered since
July 29, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Oceansound Partners, LP is a limited partnership structured as a private equity fund manager and registered with the SEC since 2020. The firm serves institutional clients and combines roles as a sponsor, general partner, and operator of pooled investment vehicles. Its advisory work centers on portfolio management for pooled funds, and it also performs CPO/CTA activities, indicating active involvement in commodity-related strategies. Fee arrangements include asset-based fees plus performance-linked compensation and other supplemental fees. Oceansound identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Owners & executives

2 of 2
  • Laurie Hadick

    Laurie Hadick

    Chief Compliance OfficerCRD 6357204

  • Edward Bumber

    Edward Bumber

    Chief Financial OfficerCRD 5787269

Contacts

3 of 3
  • Theodore Coons

    Theodore Coons

    Partner, Co-FounderCRD 3170705

  • Jose Benavides

    Jose Benavides

    Managing Partner & Co-FounderCRD 2430617

  • Jeffrey Kelly

    Jeffrey Kelly

    Partner, Co-FounderCRD 2886914

Wealth teams

FINTRX

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
450 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth