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OCEAN AVENUE CAPITAL PARTNERS, L.P.

CRD 160122File 801-73101
APPROVED
Custody
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.96B
Top 25% of cohort (national)
Discretionary AUM
$1.96B
Clients
18
18 accounts
Employees
15
Top 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
LARO
Registration date
Feb 10, 2012
Principal office
401 WILSHIRE BLVD., SUITE 1020, SANTA MONICA, CA, 90401
Phone
(424) 238-0730

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.96B
Discretionary AUM
$1.96B
Non-discretionary AUM
$0
Discretionary accounts
18
Non-discretionary accounts
0
Total accounts
18
AUM per client
$109.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles18$1.96B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1415increased by1
Apr 1, 2026AUM$2,202,308,632$1,964,227,217decreased by$238,081,415
May 1, 2025
vs Oct 1, 2022
Employees1014increased by4
May 1, 2025
vs Oct 1, 2022
Clients1718increased by1
May 1, 2025
vs Oct 1, 2022
AUM$1,443,339,490$2,202,308,632increased by$758,969,142
May 1, 2025
vs Oct 1, 2022
Accounts1718increased by1
Apr 1, 2022Employees1110decreased by1
Apr 1, 2022AUM$1,378,692,646$1,443,339,490increased by$64,646,844
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “OCEAN AVENUE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OCEAN AVENUE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.