OCEANIC PARTNERS, INC.
Firm details
- Headquarters
- SAUSALITO, California
- CRD number
- 174179
- Website
- www.oceanic.us
Firm profile
FINTRXOverview
Oceanic Partners, Inc. is a corporate entity owned by an individual that operates primarily as a registered representative of a broker-dealer. The firm is listed as "unclassified" in its snapshot information and does not present itself as a capital allocator or multi-state investment adviser. It is not identified as an active ESG investor, pension consultant, related adviser, or newly formed adviser. The firm's publicly noted business activity is brokerage representation, and it is affiliated with the broader category "Other Investment Adviser," suggesting involvement with advisory or fund activities distinct from typical retail advisory practices.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JACLYN SULLIVAN
Chief Operating Officer, Co-FounderCRD 5334639
TIMOTHY SULLIVAN
CEO and Co-FounderCRD 4505978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAUSALITO, CA
MARIN
Location
SAUSALITO, CA
Headquartered in SAUSALITO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 3030 Bridgeway
- Time zone
- PT (UTC-8)
- Office locations
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