Ocean Park Asset Management, LLC

Overview

Ocean Park Asset Management, LLC is an institutional registered investment adviser that acts primarily as a portfolio manager for both individual/family clients and investment companies. The firm is registered with the SEC (initial registration year 2007) and operates on a percentage-of-AUM fee schedule. Its advisory activities emphasize discretionary portfolio management for individuals/small businesses and for investment companies. The firm does not market itself as an active ESG investor. Organizationally, Ocean Park is structured as an LLC with a domestic entity/individual ownership profile and is classified in the dataset as an institutional RIA. It identifies both individual & family and institutional clients among its core constituencies.

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Location & Offices