RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BROWNRIGG, MICHAELIMEMBER (CLASS B UNITS)NA
BROWNRIGG, MICHAELIMEMBER (CLASS B UNITS)NA
GONZALEZ, LEO, LEDESMAICHIEF COMPLIANCE OFFICERNA Control
GONZALEZ, LEO, LEDESMAICHIEF COMPLIANCE OFFICERNA Control
GONZALEZ, LEO, LEDESMAICHIEF COMPLIANCE OFFICERNA Control
GONZALEZ, LEO, LEDESMAICHIEF COMPLIANCE OFFICERNA Control
KENNEDY, KATHRYN, GERBERIMEMBER (CLASS B UNITS)NA
KENNEDY, KATHRYN, GERBERIMEMBER (CLASS B UNITS)NA
ORMOND, PAUL, AIMEMBER (CLASS B UNITS)NA
ORMOND, PAUL, AIMEMBER (CLASS B UNITS)NA
PEARSON, B., HOWARDIMEMBER (CLASS B UNITS)NA
PEARSON, B., HOWARDIMEMBER (CLASS B UNITS)NA
TEPPER, YANIVIMEMBER (CLASS B UNITS)NA
TEPPER, YANIVIMEMBER (CLASS B UNITS)NA
THE WALTON RICE INTERVIVOS TRUST DATED JULY 14, 2000DEMEMBER (CLASS B UNITS)NA
THE WALTON RICE INTERVIVOS TRUST DATED JULY 14, 2000DEMEMBER (CLASS B UNITS)NA
TUTTLE, RICHARD, CIMEMBER (CLASS B UNITS)NA
TUTTLE, RICHARD, CIMEMBER (CLASS B UNITS)NA
TUTTLE, RICHARD, CIMEMBER (CLASS B UNITS)NA
TUTTLE, RICHARD, CIMEMBER (CLASS B UNITS)NA
TUTTLE, RICHARD, CIMEMBER (CLASS B UNITS)NA
TUTTLE, RICHARD, CIMEMBER (CLASS B UNITS)NA
TUTTLE, RICHARD, CIMEMBER (CLASS B UNITS)NA
WEISS, DANIELIMEMBER (CLASS B UNITS)NA
WEISS, DANIELIMEMBER (CLASS B UNITS)NA
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER (CLASS A UNITS) AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER (CLASS A UNITS) AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER (CLASS A UNITS) AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER (CLASS A UNITS) AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER (CLASS A UNITS) AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER (CLASS A UNITS) AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER (CLASS A UNITS)E Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER (CLASS A UNITS)E Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER (CLASS A UNITS)E Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER (CLASS A UNITS)E Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
EDELSTEIN, SUNICA TYLERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
RICE, ZEBITHE WALTON RICE INTERVIVOS TRUST DATED JULY 14, 2000D Control
RICE, ZEBITHE WALTON RICE INTERVIVOS TRUST DATED JULY 14, 2000D Control
WALTON, NINAITHE WALTON RICE INTERVIVOS TRUST DATED JULY 14, 2000D Control
WALTON, NINAITHE WALTON RICE INTERVIVOS TRUST DATED JULY 14, 2000D Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (2)

CA IL

Address


Phone: 650-234-7803