Ocean Endowment Partners, LLC
Ocean Endowment Partners, LLC (CRD# 154518) is a financial advisory firm headquartered in , . They manage $466,893,000 in 10 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management467MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$46,689,300
- 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 8 years of experience in the finance industry.
Leo Gonzalez (CRD# 3104869) is an Investment Advisor Representative working at Ocean Endowment Partners, LLC in Chicago, IL and has over 19 years of experience in the finance industry.