Ocean Park Asset Management, LLC is a registered investment advisor founded in 2007 and based in Santa Monica, California. The firm specializes in tactical, rules-based investment management designed to participate in market uptrends while actively limiting downside risk through trailing stop disciplines. Ocean Park primarily serves clients through a Joint Advisory Program on a bundled fee basis, collaborating with independent wealth managers to manage client portfolios using open-end mutual funds, exchange-traded funds, and proprietary affiliated funds. Additionally, the firm provides model portfolios and asset allocation strategies to third-party financial institutions, broker-dealers, and financial advisors. Ocean Park places a strong emphasis on risk management and tactical asset allocation across a variety of equity, fixed income, and alternative strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.40% |
| $500K - $2.0M | 1.80% |
| $2M+ | 1.20% |
Fees are assessed quarterly in advance. Rates shown are annualized. Fees may be negotiable based on account type, transaction activity, and total relationship size. Accounts holding affiliated funds receive a fee offset credit.