SANTA MONICA, CACRD 145634Latest ADV March 31, 2026
Ocean Park Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated March 31, 2026, reports $3.9B in regulatory assets under management, 58 employees, 1 office, and 226 accounts.
Assets Under Management
$3.9B
Employees
58
Offices
1 office
Total Clients
138
Primary office
SANTA MONICA, CA
3420 OCEAN PARK BLVD., STE 3060, SANTA MONICA, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.0% of total clients.
Top client categories% of clientsClients
1
Individuals
87.0%
120
2
Investment Cos.
8.7%
12
3
HNWI
2.9%
4
4
Pension Plans
0.7%
1
5
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.9Bas of March 31, 2026
Discretionary100.0%
$3.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.9B
Total Accounts226
10Y AUM Change+$2.9B (+265.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees58
Clients per Employee2:1
10Y Employee Change+56 (+2800.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.