{
  "crd_number": 338933,
  "slug": "ocean-path-advisors-llc-manhattan-beach-ca-338933",
  "primary_business_name": "OCEAN PATH ADVISORS, LLC",
  "legal_name": "OCEAN PATH ADVISORS, LLC",
  "dbas": [],
  "city": "Manhattan Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-01-26",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-11",
  "carried_forward": false,
  "raum_total": 559523253.0,
  "raum_discretionary": 559523253.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 12206798.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 28345654.0,
      "count": 55
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 513003285.0,
      "count": 135
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 5967516.0,
      "count": 4,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "MD",
    "NH",
    "NM",
    "NY",
    "OR",
    "PA",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/oceanpathadvisors",
    "https://oceanpath.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338933",
  "city_as_filed": "MANHATTAN BEACH",
  "url": "https://advisorcensus.com/firm/ocean-path-advisors-llc-manhattan-beach-ca-338933",
  "display_name": "Ocean Path Advisors, LLC",
  "summary": "Ocean Path Advisors, LLC is an SEC-registered investment advisory firm in Manhattan Beach, CA, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.",
  "citation": "AdvisorCensus. Ocean Path Advisors, LLC (CRD 338933): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Ocean Path Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ocean Path Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Ocean Path Advisors, LLC located?",
      "a": "Ocean Path Advisors, LLC's principal office is in Manhattan Beach, CA, according to its Form ADV."
    },
    {
      "q": "Is Ocean Path Advisors, LLC registered with the SEC or a state?",
      "a": "Ocean Path Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338933."
    },
    {
      "q": "How much does Ocean Path Advisors, LLC manage?",
      "a": "Ocean Path Advisors, LLC reports $559,523,253 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Ocean Path Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (135); individuals (other than high net worth individuals) (55); corporations or other businesses not listed above (4)."
    },
    {
      "q": "Which custodians does Ocean Path Advisors, LLC use?",
      "a": "Ocean Path Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ocean Path Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338933"
    },
    {
      "q": "Does Ocean Path Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 20, 2026 says: \"There is no account minimum for any of OPA’s services.\""
    },
    {
      "q": "What changed in Ocean Path Advisors, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 5 to 6."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $559,523,253."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 20, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$15,000",
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of OPA’s services."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $15,000"
        ],
        "quotes": [
          "There is an annual minimum fee of $15,000. The fee will not exceed any limit imposed by any regulatory agency."
        ]
      }
    ],
    "quotes": [
      "There is no account minimum for any of OPA’s services.",
      "There is an annual minimum fee of $15,000. The fee will not exceed any limit imposed by any regulatory agency."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ocean-path-advisors-llc-manhattan-beach-ca-338933.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 55,
      "fewer_than_5": false,
      "raum": 28345654.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 135,
      "fewer_than_5": false,
      "raum": 513003285.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 12206798.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 5967516.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338933",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}