Ocean Endowment Partners, LLC

Ocean Endowment Partners, LLC (CRD# 154518) is a financial advisory firm headquartered in , . They manage $607,610,283 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.oceanendowment.com
By the Numbers
  • Total Assets Under Management
    608
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $75,951,285
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Ocean Endowment Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sunica Tyler Edelstein, financial advisor Chicago IL
Sunica Tyler Edelstein
CRD#: 5822551
Chicago, IL

Sunica Tyler Edelstein (CRD# 5822551) is an Investment Advisor Representative working at Ocean Endowment Partners, LLC in Chicago, IL and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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