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JOCELYN INVESTMENT MANAGEMENT, LLC
CRD 323831File 801-126910
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.01B
Above cohort median (national)
Discretionary AUM
$104.0M
Non-discretionary $909.2M
Clients
259
268 accounts
Employees
2
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 21, 2022
- Principal office
- 100 SMITH RANCH ROAD, SUITE 329, SAN RAFAEL, CA, 94903
- Phone
- 415-256-1795
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.01B
- Discretionary AUM
- $104.0M
- Non-discretionary AUM
- $909.2M
- Discretionary accounts
- 29
- Non-discretionary accounts
- 239
- Total accounts
- 268
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $1.5M |
| High net worth individuals | 19 | $54.6M |
| Pension and profit sharing plans | 239 | $957.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.