OCEANIC PARTNERS, INC.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAUSALITO, California
CRD number
174179

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JACLYN SULLIVAN

    Chief Operating Officer, Co-FounderCRD 5334639

  • TIMOTHY SULLIVAN

    CEO and Co-FounderCRD 4505978

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth