OCEAN ENDOWMENT PARTNERS, LLC
CRD #154518 SEC #801-78273 650-234-7803
SEC Registered Private Funds
Total AUM
$700.7M
Discretionary
$700.7M
Employees
2
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $700.7M | $700.7M | $0 | 2 | 0 |
| Mar 2025 | $700.7M | $700.7M | $0 | 2 | 0 |
| Mar 2024 | $607.6M | $607.6M | $0 | 2 | 0 |
| Sep 2023 | $550.4M | $550.4M | $0 | 2 | 0 |
| Aug 2023 | $550.4M | $550.4M | $0 | 2 | 0 |
| Aug 2023 | $550.4M | $550.4M | $0 | 2 | 0 |
| Mar 2023 | $550.4M | $550.4M | $0 | 2 | 0 |
| Mar 2022 | $665.9M | $665.9M | $0 | 1 | 0 |
| Mar 2021 | $610M | $610M | $0 | 2 | 0 |
| Jun 2020 | $548.9M | $544.5M | $4.5M | 2 | 0 |
| Mar 2020 | $548.9M | $544.5M | $4.5M | 2 | 0 |
| Mar 2019 | $406.8M | $402.2M | $4.6M | 2 | 0 |
| Mar 2018 | $425.8M | $416.2M | $9.6M | 2 | 0 |
| Mar 2017 | $466.9M | $397.1M | $69.8M | 2 | 1 |
| Mar 2016 | $471.6M | $357M | $114.6M | 1 | 1 |
| Feb 2015 | $472.2M | $354.3M | $117.9M | 1 | 1 |
| Mar 2014 | $465.2M | $350.5M | $114.8M | 1 | 1 |
| Jun 2013 | $470M | $361M | $109M | 1 | 1 |
DateMar 2025
Total AUM$700.7M
Discretionary$700.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$700.7M
Discretionary$700.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$607.6M
Discretionary$607.6M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$550.4M
Discretionary$550.4M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$550.4M
Discretionary$550.4M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$550.4M
Discretionary$550.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$550.4M
Discretionary$550.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$665.9M
Discretionary$665.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$610M
Discretionary$610M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$548.9M
Discretionary$544.5M
Non-Disc.$4.5M
Employees2
Clients0
DateMar 2020
Total AUM$548.9M
Discretionary$544.5M
Non-Disc.$4.5M
Employees2
Clients0
DateMar 2019
Total AUM$406.8M
Discretionary$402.2M
Non-Disc.$4.6M
Employees2
Clients0
DateMar 2018
Total AUM$425.8M
Discretionary$416.2M
Non-Disc.$9.6M
Employees2
Clients0
DateMar 2017
Total AUM$466.9M
Discretionary$397.1M
Non-Disc.$69.8M
Employees2
Clients1
DateMar 2016
Total AUM$471.6M
Discretionary$357M
Non-Disc.$114.6M
Employees1
Clients1
DateFeb 2015
Total AUM$472.2M
Discretionary$354.3M
Non-Disc.$117.9M
Employees1
Clients1
DateMar 2014
Total AUM$465.2M
Discretionary$350.5M
Non-Disc.$114.8M
Employees1
Clients1
DateJun 2013
Total AUM$470M
Discretionary$361M
Non-Disc.$109M
Employees1
Clients1