OCVC, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 289991
- Registered since
- January 16, 2018
Firm profile
FINTRXOverview
Ocvc, LLC is a limited liability company that registered with the SEC in 2018 and is owned by an individual. The firm is organized around sponsoring and managing pooled investment vehicles: it is identified as a sponsor, general partner and managing member of such vehicles rather than as a multi-state advisory business or a traditional retail wealth manager. Public records do not identify the firm as an active ESG investor, a capital allocator, or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1BRIAN AVERITT
Managing DirectorCRD 6035433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 660 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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