Green Ocean Global Advisors LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 321145
- Registered since
- September 1, 2026
- Website
- www.greenoceanglobal.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI78.8%
- Individuals21.2%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Green Ocean Global Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing, fixed fees and other fee formats. The adviser does not identify itself as an active ESG investor and provides services to private clients rather than institutional pension plans.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Non-Exchange Traded Equities38%
- US Government Bonds13%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 201 Spear St
- Time zone
- PT (UTC-8)
- Office locations
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