Data / Investment advisers / California / Green Ocean Global Advisors LLC
Green Ocean Global Advisors LLC, San Francisco, CA: $115 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Green Ocean Global Advisors LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $115 million in regulatory assets under management in its Form ADV filed August 31, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 321145
- SEC file number
- 801-135583
- SEC status
- Approved, effective September 1, 2026
- Main office
- 201 Spear Street, Suite 1100, San Francisco, CA 94105
- Phone
- (206) 686-1594
- Regulatory AUM
- $114,826,953 in the Form ADV filed August 31, 2026
- Discretionary AUM
- $114,826,953
- Accounts
- 147
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 56 | $90.5 million |
| Individuals (other than high net worth individuals) | 91 | $24.3 million |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| We Financial Group | San Francisco | $127.4 million | Not listed | adviserinfo.sec.gov |
| Bretton Capital Management | San Francisco | $122.8 million | Not listed | adviserinfo.sec.gov |
| Wealth Script Advisors | San Francisco | $121.4 million | Not listed | adviserinfo.sec.gov |
| Newport Asia LLC | San Francisco | $120.1 million | 4 | adviserinfo.sec.gov |
| KB Financial Advisors LLC | San Francisco | $115.5 million | Not listed | adviserinfo.sec.gov |
| Coburn Barrett, LLC | San Francisco | $112.7 million | 1 | adviserinfo.sec.gov |
| Cardinal Point Capital LLC | San Francisco | $100 million | 3 | adviserinfo.sec.gov |
| Saxon Securities LLC | San Francisco | $94.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Green Ocean Global Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.