Ocean Park Asset Management Inc
- Assets, Funds, Holdings
| Ocean Park Asset Management Inc
|
| CRD # | 105765 |
| SEC # | 801-35678 |
| CIK # | 0001538050, 0001538052 |
| AUM |
|
| Employees |
48 (17% Investors, 52% Brokers)
|
| Phone | 310-452-1887 |
| Address | 3420 Ocean Park Blvd
Santa Monica, CA 90405 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
400
|
75.4 |
| (b) Individuals (high net worth individuals) |
15
|
36.4 |
| (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 |
6 |
2.0 |
| (h) Charitable organizations |
0 |
1.1 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
8 |
31.4 |
| (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 |
0.5 |
| (n) Other |
0 |
0.0 |
| Total |
609 |
146.8 |
| By Discretionary |
| Discretionary |
609 |
146.8 |
| Non-Discretionary |
0 |
0.0 |
| Total |
609 |
146.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
146.8 |
| Total |
609 |
146.8 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.4B |
| Clients | 17 |
| Serves | Retail |
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