GREEN OCEAN GLOBAL ADVISORS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 321145
- 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, individually owned registered investment adviser operating as a limited liability company. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It reports a blended fee model that includes percentage‑of‑AUM billing alongside fixed fees and other arrangements. The firm describes itself as a capital allocator, which aligns with its use of external managers for alternative strategies. It does not identify as an active ESG investor, and its filings indicate it is not a pension consultant or a related adviser to other firms.
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
1 of 1JOHN MCNERTNEY
Chief Executive OfficerCRD 5065523
Contacts
3 of 4Jacob Schwartz
Associate AdvisorCRD 8160472
Noa Hoffman
Investment Advisor RepresentativeCRD 6004344
MARK MOBERG
Financial AdvisorCRD 2247389
Wealth 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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