OCEANSOUND PARTNERS, LP
Latest filing: Mar 31, 2025 (33 days ago)
AUM
$4,493,780,562
70% change vs. 1 year ago
268% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
34
31% change vs. 1 year ago
143% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
450 PARK AVENUE, NEW YORK, NY, UNITED STATES, 10022
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.5 |
| Non-Discretionary | $0.0 |
| Total | $4.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $4.5 |
| Institutional | $0.0 |
| Total | $4.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| OCEANSOUND PARTNERS (GP), LP | $0.0 | - | |
| OCEANSOUND PARTNERS (GP) II, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| BENAVIDES, JOSE, LUIS | MANAGING PARTNER, MEMBER |
| COONS, THEODORE, WILLIAM | PARTNER, MEMBER |
| KELLY, JEFFREY, PATRICK | PARTNER, MEMBER |
| BUMBER, EDWARD, MICHAEL | CHIEF FINANCIAL OFFICER |
| HADICK, LAURIE, KATHLEEN | CHIEF COMPLIANCE OFFICER |
| GARCIA, ARIEL, RAUL | PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $4.5 | $0.0 | 0% | 34 | 0 | 0% |
| 2024-04-02 | $2.6 | $1.8 | 70% | 26 | 8 | 31% |
| 2023-04-04 | $1.8 | $2.7 | 148% | 20 | 14 | 70% |
| 2022-04-01 | $1.2 | $3.3 | 268% | 14 | 20 | 143% |
| 2021-04-05 | $0.5 | $4.0 | 860% | 10 | 24 | 240% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, NY-03/31/2022 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV