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Green Ocean Global Advisors LLC

Green Ocean Global Advisors LLC. CRD 321145

Green Ocean Global Advisors LLC logo

CRD: 321145

Green Ocean Global Advisors LLC

SAN Francisco, CA, 94105
2066861594
www.greenoceanglobal.net
$114.8M Total AUM
$114.8M Disc. AUM
-- 3Y CAGR
5 Employees
147 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Capital atlasVital
Established Date
06-08-2022
Office Locations
2

Office Locations

201 Spear Street, Suite 1100 SAN Francisco CA
-- Tampa FL

About Green Ocean Global Advisors LLC

Green Ocean Global Advisors is an RIA providing comprehensive wealth management, personalized investment and retirement planning, and ongoing advice with an emphasis on tax-efficient strategy. The firm supports clients at any stage, including cross-border situations, offering worldwide tax planning and expatriation assistance for those living or investing abroad. Led by CFP® professionals; custody includes Charles Schwab.

Team overview

40 AVG AGE
$28.7M AVG AUM / ADVISOR
$781.1K AVG AUM / CLIENT
2 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Element Quantum Signal value Summit Alpha

Client Personas

Pathway Vital

Custodian

Harbor timber Vertex eagle Momentum Capital Bridge Matrix capital Crest

Investment Themes

Horizon Zenith

Investment Vehicles

Optima value

Platform

Signal

Services

Vertex Glacier Oak legacy Pathway Matrix Optima Eagle Fusion unison Foundation Meridian oak Wave matrix Wave catalyst Signal bridge

Technology

Delta ridge Momentum

Owner & Executives

JOHN MCNERTNEY

JOHN MCNERTNEY

Chief Compliance Officer, Director, Managing Member

CRD
#5065523
Ownership
75% or more
(808) 428-1372
atlas.pathway@elementcapital.com
in linkedin.com/in/atlas-focus
Ryan Rogan Ahrens

Ryan Rogan Ahrens

Chief Investment Officer, Financial Professional

CRD
#6160879
Ownership
10% but less than 25%
(849) 636-2562
frontier.oak@pioneercapital.com
in linkedin.com/in/vertex-eagle

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Contacts

Noa Veronica Hoffman

Noa Veronica Hoffman

--

CRD
#6004344
(844) 549-1217
frontier.pioneer@foundationcapital.com
in linkedin.com/in/vital-pioneer
M

MARK ALLAN MOBERG

Financial Advisor, General Partner

CRD
#2247389
(492) 235-5453
quantum.foundation@summitcapital.com
in linkedin.com/in/summit-frontier
I

Insight meridian

Atlas beacon summit

CRD
#59649
(623) 810-6690
vertex.north@catalystcapital.com
in linkedin.com/in/frontier-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $114,826,953 --
Non-Discretionary $0 --
Total $114,826,953 --

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Separately Managed Accounts

Total SMA Asset: $114,826,953

$114.8M Total SMA
Equity - Exchange:
12.0%
Equity - OTC:
17.2%
U.S. Government/Agency:
16.7%
Cash:
13.3%
Corporate - Investment Grade:
20.8%
Derivatives:
20.0%
Asset class Assets Assets %
Equity - Exchange $852,083,606 12.0%
Equity - OTC $1,221,319,836 17.2%
U.S. Government/Agency $1,185,816,352 16.7%
Cash $944,392,664 13.3%
Corporate - Investment Grade $1,476,944,918 20.8%
Derivatives $1,420,139,344 20.0%
Total $7,100,696,720 100.0%

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