Data / Investment advisers / California / Ocean Path Advisors, LLC
Ocean Path Advisors, LLC, Manhattan Beach, CA: $560 million AUM, SEC registered investment adviser
Ocean Path Advisors, LLC is an SEC registered investment adviser with its main office in Manhattan Beach, California and reports $560 million in regulatory assets under management in its Form ADV filed August 11, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 338933
- SEC file number
- 801-135249
- SEC status
- Approved, effective January 26, 2026
- Main office
- 115 21st St., Manhattan Beach, CA 90266
- Phone
- (310) 302-7685
- Website
- oceanpath.com
- Regulatory AUM
- $559,523,253 in the Form ADV filed August 11, 2026
- Discretionary AUM
- $559,523,253
- Accounts
- 2,114
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 11, 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 | 135 | $513 million |
| Individuals (other than high net worth individuals) | 55 | $28.3 million |
| Charitable organizations | 2 | $12.2 million |
| Corporations or other businesses | 4 | $6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $559.5 million | May 20, 2026 |
| February 2, 2026 | Not listed | January 22, 2026 |
Other advisers in Manhattan Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cambria Investment Management, L.P. | Manhattan Beach | $3.58 billion | Not listed | adviserinfo.sec.gov |
| Five Arrows Managers North America LLC | Manhattan Beach | $3.37 billion | 11 | adviserinfo.sec.gov |
| Monograph Wealth Advisors, LLC | Manhattan Beach | $3.25 billion | Not listed | adviserinfo.sec.gov |
| Pacific Avenue Capital Partners Management Company LLC | Manhattan Beach | $2.98 billion | 15 | adviserinfo.sec.gov |
| Jeppson Wealth Management, LLC | Manhattan Beach | $763.2 million | Not listed | adviserinfo.sec.gov |
| Womack Wealth Management, Inc. | Manhattan Beach | $406.9 million | Not listed | adviserinfo.sec.gov |
| Second 50 Financial | Manhattan Beach | $341.6 million | Not listed | adviserinfo.sec.gov |
| Pointone Family Office | Manhattan Beach | $327.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Manhattan Beach, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Ocean Path Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.