PRIVATE OCEAN LLC Overview

Private Ocean Llc is an investment advisor that manages 890.1 MM dollars in regulatory AUM and has 23 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 151MM in positions, representing 17% of the manager's regulatory AUM.

PRIVATE OCEAN LLC StockAlpha

-1.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PRIVATE OCEAN LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HYD 22.16% ETF -8.25% -2.01% 1 3%
BSV 20.89% ETF -1.18% -0.41% 0 3%
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PRIVATE OCEAN LLC Founders and Key Employees

Name Title In Position Since
Richard A. Stone Chairman December-2012
Susan D. Duvall-Dickson Chief Operating Officer January-2011
Justin K. Hult Director Of Investment Operations & Chief Compliance Officer May-2009
Gregory H. Friedman President And Chief Executive Officer May-2009
Frank J. Jones Direct Owner/Co- Investment Committee Chair January-2011
Frederick E. Dopfel Direct Owner/Co- Investment Committee Chair March-2014

PRIVATE OCEAN LLC Brokers, Custodians, Auditors and Administrators

Type Company

PRIVATE OCEAN LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss






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A. Private Ocean relies on academic studies, including those conducted by Nobel prizewinners William Sharpe (Stanford University) and Eugene Fama (University of Chicago) and also Kenneth French (Dartmouth University), among others. Basing investment strategies primarily on research results, Private Ocean assembles equity portfolios that are globally diversified, and consist primarily of index or passive/structured funds. The equity component of a portfolio normally includes both value and growth stocks but has a value tilt, and contains small, mid, and large company stocks of both domestic and foreign issuers. The equity component of a portfolio also typically has a higher than global market capitalization allocation to small and micro-cap stocks (i.e., small tilt). Where a suitable index or passive fund is not available, Private ...
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PRIVATE OCEAN LLC Portfolio Concentration

PRIVATE OCEAN LLC Location

100 SMITH RANCH RD.
SUITE 300
SAN RAFAEL, California
UNITED STATES, 94903

PRIVATE OCEAN LLC Contact Information

Phone Number: 415-526-2900
Fax Number: 415-459-3956
Website:

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