Private Ocean LLC

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Assets, Funds, Holdings

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Private Ocean LLC
CRD #110666
SEC #801-20857
CIK #1601742
AUM $2.0 BB (99% Disc, 100% US)
Employees53 (45% Investors, 0% Brokers)
Phone415-526-2900
Address100 Smith Ranch Rd
San Rafael, CA 94903
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
BSV 36.7
JNK 25.6
VNQ 3.1
EFA 3.0
VTI 3.0
IWB 2.2
MCD 138,580.0 1.8
TILT 1.7
ESGD 1.5
SCHW 58,370.0 1.2
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Holdings by Sector ($BB)
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