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).
Total Assets Under Management472MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$58,945,147
- A percentage of assets under your management
- Performance-based fees
- 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)
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.