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Five Oceans Advisors LLC
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CRD # | 308377 |
SEC # | 801-118502 |
CIK # | 0001876326 |
AUM | $496.1 MM (2024-02-01) |
Employees | 7 (86% Investors, 0% Brokers) |
Phone | 310-507-9180 |
Address | 2719 4th Street Santa Monica, CA 90405 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001876326] |
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Singer Wealth Advisors LLC
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FL | 0.5 |
MinichMacGregor Wealth Management LLC
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NY | 0.5 |
Prevail Innovative Wealth Advisors LLC
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KS | 0.5 |
van Den Berg Management I Inc
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TX | 0.5 |
Colorado Capital Management Inc
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CO | 0.5 |
Hapanowicz & Associates Financial Services Inc
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PA | 0.5 |
RDA Financial Network Inc
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IA | 0.5 |
Charlesworth & RUGG Inc
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CA | 0.5 |
BMSS Wesson Wealth Solutions LLC
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|
AL | 0.5 |
MTM Financial Group LLC
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PA | 0.5 |