OCVC, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
289991
Registered since
January 16, 2018

Firm profile

FINTRX

Overview

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

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

1 of 1
  • BRIAN AVERITT

    Managing DirectorCRD 6035433

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth