Ocean Endowment Partners, LLC

Ocean Endowment Partners, LLC (CRD# 154518) is a financial advisory firm headquartered in , . They manage $471,561,178 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    472
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $58,945,147
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
CRD#: 5822551
Chicago, IL
93
Wealthminder
score

Sunica Tyler Edelstein (CRD# 5822551) is an Investment Advisor Representative working at Ocean Endowment Partners, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

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