OCEAN CAPITAL MANAGEMENT, LLC

HTTP://WWW.ALJIANCAPITAL.COM SANTA ROSA, CA Investment Advisor How do I update this listing?

Ocean Capital Management is based out of Santa Rosa. Ocean Capital Management is a large advisory firm with 209 clients and discretionary assets under management (AUM) of $142,400,000 (Form ADV from 2018-12-10). Their last reported 13F filing for Q4 2018 included $100,511,000 in managed 13F securities and a top 10 holdings concentration of 67.3%. Ocean Capital Management's largest holding is Amazon.com Inc. with shares held of 9,592. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ALJIAN CAPITAL MANAGEMENT
3550 ROUND BARN BLVD. SUITE 208
SANTA ROSA CA    95403
Country: United States

Business Phone: 707-230-2158
Fax: 707-230-2294
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 209
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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