Ocean Endowment Partners provides investment advice through individually managed accounts and pooled investment vehicles. They can also select other advisors for clients, including private fund managers. Ocean Endowment Partners tailors investment management to each client, following any client-imposed restrictions. They do not participate in wrap fee programs.
Assets Under Management$700M
Clients6
Advisors1
Avg. per Client$120M
Avg. per Advisor$700M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $25.0M | 1.25% |
| $25.0M - $100.0M | 1.00% |
| $100M+ | 0.80% |
Fees are not negotiable, but the Advisor may, in its sole discretion, reduce, waive or calculate differently any fees with respect to any Client account. In certain instances, a Client will be charged a minimum fee as negotiated with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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