Five Oceans Advisors LLC

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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
CIK Period
0001876326
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Apple Inc 2,382,844.0 6.2
Microsoft Corp 1,918,222.4 5.7
Nvidia Corp 399,550.0 5.0
Facebook Inc 434,852.0 3.1
Novo Nordisk A S 245,328.6 2.9
Amazon Com Inc 1,092,997.8 2.8
Alphabet Inc 1,475,138.5 2.0
ASML Holding NV 197,439.9 2.0
Alphabet Inc 1,482,566.4 1.9
Broadcom Inc 201,282.9 1.6
Lilly Eli & Co 301,789.7 1.3
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 87 36.3
(b) Individuals (high net worth individuals) 50 459.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.3
(n) Other 0 0.0
Total 571 496.1
By Discretionary
Discretionary 526 482.4
Non-Discretionary 45 13.8
Total 571 496.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 496.1
Total 571 496.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001876326]
Comparable Firms State AUM ($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
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