OCEANSOUND PARTNERS, LP

RIASEC RegisteredEst. 2020
Total AUM
$6.9B
Discretionary
$6.7B
97% of AUM
Avg account
$257M
Accounts
27
Employees
35
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
300935
Registered since
July 29, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Oceansound Partners, LP is organized as a limited partnership and operates as a private equity fund manager with SEC registration beginning in 2020. The firm serves institutional clients and combines traditional asset-based fees with performance-linked compensation and other fee arrangements. Its regulatory and operating profile shows roles beyond capital raising: Oceansound functions as a CPO/CTA and as sponsor, general partner, or managing member for pooled investment vehicles, and its advisory activity centers on portfolio management for those pooled vehicles. The firm identifies as an active ESG investor, indicating ESG considerations are incorporated into its investment process or manager selection.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

Owners & executives

2 of 2
  • Laurie Hadick

    Chief Compliance OfficerCRD 6357204

  • EDWARD BUMBER

    Chief Financial OfficerCRD 5787269

Contacts

3 of 3
  • THEODORE COONS

    Partner, Co-FounderCRD 3170705

  • JOSE BENAVIDES

    Managing Partner & Co-FounderCRD 2430617

  • JEFFREY KELLY

    Partner, Co-FounderCRD 2886914

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

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
450 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth