Ocean Endowment Partners, LLC
● SEC registered since 2013CRD 154518SEC# 801-78273
Ranks #3,357 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$761.5M
Fund GAV
$470.6M
Private funds
1
Employees
2
Accounts
7
Location
—
Ocean Endowment Partners, LLC assets under management
Ocean Endowment Partners, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2013. It reports $761.5 million in regulatory assets under management and employs 2 people. Ocean Endowment Partners, LLC manages 1 private fund with combined gross assets of $470.6 million, including Ocean Endowment Fund, L.P. By regulatory assets, it ranks 3,357 of 6,004 private fund managers.
Ocean Endowment Partners, LLC private funds
1 funds · $470.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ocean Endowment Fund, L.P. | Hedge | $470.6M | $5M |
Ocean Endowment Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sunica Tyler Edelstein Control | Managing Member And Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Ocean Endowment Partners, LLC manage?
Ocean Endowment Partners, LLC reports $761.5 million in regulatory assets under management on its Form ADV.
How many private funds does Ocean Endowment Partners, LLC manage?
Ocean Endowment Partners, LLC manages 1 private funds with combined gross assets of $470.6 million.
How many employees does Ocean Endowment Partners, LLC have?
Ocean Endowment Partners, LLC reports 2 employees.
Does Ocean Endowment Partners, LLC disclose fund performance?
Ocean Endowment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 650-234-7803 |
| Fax | 650-297-0917 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1803012 |
| Discloses disciplinary history | No |
Regulatory AUM
$761.5M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
AUM vs fund managersTop 56%
Larger than 44% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$761.5Mregulatory AUM
Discretionary $761.5M