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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Jocelyn Investment Management LLC
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|---|---|
| CRD # | 323831 |
| SEC # | 801-126910 |
| CIK # | |
| AUM | $919.7 M (2025-02-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-256-1795 |
| Address | 100 Smith Ranch Road San Rafael, CA 94903 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 22 | 62.4 |
| (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 | 249 | 855.3 |
| (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 | 1 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 272 | 919.7 |
| By Discretionary | ||
| Discretionary | 31 | 90.4 |
| Non-Discretionary | 241 | 829.3 |
| Total | 272 | 919.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 919.7 | |
| Total | 272 | 919.7 |
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|---|---|---|
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✚
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0.9 | |
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0.9 | |
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AR | 0.9 |
|
Asset Strategy Advisors LLC
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MA | 0.9 |
|
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PA | 0.9 |
|
Providence Capital Advisors LLC
✚
|
NC | 0.9 |