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| Jocelyn Investment Management LLC
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|
|---|---|
| CRD # | 323831 |
| SEC # | 801-126910 |
| CIK # | |
| AUM | $1.0 B (2026-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-256-1795 |
| Address | 100 Smith Ranch Road San Rafael, CA 94903 |
| Source | [IAPD] [Website] |
| Total AUM ($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) | 19 | 54.6 |
| (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 | 239 | 957.0 |
| (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 | 1 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 268 | 1,013.1 |
| By Discretionary | ||
| Discretionary | 29 | 104.0 |
| Non-Discretionary | 239 | 909.2 |
| Total | 268 | 1,013.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,013.1 | |
| Total | 268 | 1,013.1 |
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|---|---|---|
|
Sollinda Capital Management LLC
✚
|
FL | 1.0 |
|
GFG Capital LLC
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|
FL | 1.0 |
|
JT Stratford LLC
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GA | 1.0 |
|
Verum Partners LLC
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NC | 1.0 |
|
Teamwork Financial Advisors LLC
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TX | 1.0 |
|
Archer Investment Corporation
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IN | 1.0 |
|
Verita Strategic Wealth Partners LLC
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|
CA | 1.0 |
|
Navigation Group LLC
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|
CA | 1.0 |
|
Vertex Planning Partners LLC
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|
IL | 1.0 |
|
Peak Asset Management LLC
✚
|
CO | 1.0 |