Adviser Profile
| As of Date | 09/03/2026 |
| Registration status | Registration Changed to GREEN OCEAN GLOBAL ADVISORS LLC |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 114,826,953 225% |
| of that, discretionary | 114,826,953 242% |
| Number of Employees | 5 150% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 781,136 557% |
| % High Net Worth | 38.10% 10% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds