Five Oceans Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Five Oceans Advisors LLC
CRD #308377
SEC #801-118502
CIK #0001876326
AUM $496.1 MM (2024-02-01)
Employees 7 (86% Investors, 0% Brokers)
Phone310-507-9180
Address2719 4th Street
Santa Monica, CA 90405
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
50040030020010002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 6.2
MSFT 1,918,222.4 5.7
NVDA 399,550.0 5.0
META 434,852.0 3.1
NVO 245,328.6 2.9
AMZN 1,092,997.8 2.8
GOOGL 1,475,138.5 2.0
ASML 197,439.9 2.0
GOOG 1,482,566.4 1.9
AVGO 201,282.9 1.6
View All
Holdings by Sector ($MM)
200160120804002020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 87 36.3
(b) Individuals (high net worth individuals) 50 459.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.3
(n) Other 0 0.0
Total 571 496.1
By Discretionary
Discretionary 526 482.4
Non-Discretionary 45 13.8
Total 571 496.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 496.1
Total 571 496.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001876326]
Comparable Firms State AUM ($BB)
Singer Wealth Advisors LLC
FL 0.5
MinichMacGregor Wealth Management LLC
NY 0.5
Prevail Innovative Wealth Advisors LLC
KS 0.5
van Den Berg Management I Inc
TX 0.5
Colorado Capital Management Inc
CO 0.5
Hapanowicz & Associates Financial Services Inc
PA 0.5
RDA Financial Network Inc
IA 0.5
Charlesworth & RUGG Inc
CA 0.5
BMSS Wesson Wealth Solutions LLC
AL 0.5
MTM Financial Group LLC
PA 0.5
Terms | Privacy | Guide
tony@aum13f.com