Private Ocean LLC

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Assets, Funds, Holdings

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Private Ocean LLC
CRD #110666
SEC #801-20857
CIK #0001601742
AUM$2.0 BB
Employees53
Phone415-526-2900
Address100 Smith Ranch Rd Suite 300
San Rafael, CA 94903
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($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
View All
Holdings by Sector ($BB)