Green Ocean Global Advisors LLC

RIASEC RegisteredEst. 2026
Total AUM
$115M
Discretionary
$115M
100% of AUM
Avg account
$781K
Accounts
147
Employees
5
Advisory reps
5

Firm details

Headquarters
San Francisco, California
CRD number
321145
Registered since
September 1, 2026
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Non-Exchange Traded Equities 38%, US Government Bonds 13%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%, Derivatives 1%42%
  • Exchange Traded Equities42%
  • Non-Exchange Traded Equities38%
  • US Government Bonds13%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • John Mcnertney

    John Mcnertney

    Chief Executive OfficerCRD 5065523

Contacts

3 of 4
  • Ryan Ahrens

    Ryan Ahrens

    Managing DirectorCRD 6160879

  • Mark Moberg

    Mark Moberg

    Financial AdvisorCRD 2247389

  • Noa Hoffman

    Noa Hoffman

    Investment Advisor RepresentativeCRD 6004344

Unlock 1 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth