Ocean Avenue Capital Partners, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$109M
Accounts
18
Employees
15
Advisory reps
3

Firm details

Headquarters
Santa Monica, California
CRD number
160122
Registered since
February 10, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ocean Avenue Capital Partners, L.P. is structured as a limited partnership that operates private equity funds and provides portfolio management for pooled investment vehicles. Registered with the SEC in 2012, the firm serves institutional clients and acts in sponsor/GP and managing-member roles for pooled vehicles it runs. Its revenue model combines an assets-under-management fee with performance-based fees. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • Francis Notz

    Francis Notz

    PartnerCRD 6017432

  • Jeffrey Ennis

    PartnerCRD 4500612

  • Jacques Youssefmir

    Jacques Youssefmir

    PartnerCRD 6017428

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

FINTRX

Location

Primary office

Santa Monica, CA

Los Angeles

Location

Santa Monica, CA

Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
401 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth