Overview
Assets Under Management: $115 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 56
Average Client Assets: $1.6 million
Frequently Asked Questions
GREEN OCEAN GLOBAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321145), GREEN OCEAN GLOBAL ADVISORS LLC is subject to fiduciary duty under federal law.
GREEN OCEAN GLOBAL ADVISORS LLC is headquartered in SAN FRANCISCO, CA.
GREEN OCEAN GLOBAL ADVISORS LLC serves 56 high-net-worth clients according to their SEC filing dated April 23, 2026. View client details ↓
According to their SEC Form ADV, GREEN OCEAN GLOBAL ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
GREEN OCEAN GLOBAL ADVISORS LLC manages $115 million in client assets according to their SEC filing dated April 23, 2026.
According to their SEC Form ADV, GREEN OCEAN GLOBAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.80%
Average Client Assets: $1.6 million
Total Client Accounts: 147
Discretionary Accounts: 147
Regulatory Filings
CRD Number: 321145
Filing ID: 2097765
Last Filing Date: 2026-04-23 15:57:02