Five Oceans Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
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 $408.1 M (2025-02-21)
Employees 7 (57% Investors, 0% Brokers)
Phone310-507-9180
Address
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($M)
60048036024012002011201620212026
Sector Form 13F Holdings Value ($M)
Nvidia Corp 6.5
Apple Inc 6.2
Microsoft Corp 5.9
Facebook Inc 4.4
Amazon Com Inc 3.2
Broadcom Inc 2.3
J P Morgan Chase & Co 2.2
Alphabet Inc 1.9
Alphabet Inc 1.7
Tesla Motors Inc 1.6
View All
Holdings by Sector ($M)
2502001501005002019202120232026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 44 479.8
(b) Individuals (high net worth individuals) 72 34.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 538 514.4
By Discretionary
Discretionary 490 499.7
Non-Discretionary 48 14.7
Total 538 514.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 514.4
Total 538 514.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001876326]
Comparable Firms State AUM ($B)
Parkview Ltd
0.4
Hixon Zuercher LLC
OH 0.4
Muhlenkamp & Co Inc
PA 0.4
Barnes Wealth Management Group Inc
CA 0.4
Retirement Consulting Group Inc
OR 0.4
Cloud Capital LLC
0.4
Martin Javan von
0.4
IMS Capital Management Inc
OR 0.4
Spectrum Financial Alliance Ltd LLC
KY 0.4
M1 Capital Management
MI 0.4
Terms | Privacy | Guide
tony@aum13f.com