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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

OCEAN ENDOWMENT PARTNERS, LLC

CRD 154518

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3f5b788b-47cb-d672-9a11-e52845c0a783

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 4
On other graphs: 0
Observed: Jun 25, 2013 to Mar 25, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.37 fund_share=0.62 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $761MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $761M
Private client RAUM: $284MderivedItem 5.D individuals plus high net worth individuals
Private client share: 37%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $761Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 7
Individual clients: 0
High net worth clients: 5
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $33.7M
SEC number: 801-78273
CIK: 1803012
CRD: 154518
Filings on the tape: 18
First filed: Jun 25, 2013
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, DE
Website: oceanendowment.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SUNICA TYLER EDELSTEIN	n/a	CHICAGO, IL	16	19	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
OCEAN ENDOWMENT FUND, L.P.	Hedge Fund	$368M	Mar 27, 2024	3	Feb 26, 2015	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EDELSTEIN, SUNICA TYLER	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	07/2010	Jun 25, 2013	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OCEAN ENDOWMENT CAPITAL, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$761M	$761M	2	2	0	1	n/a
2024	Mar 27, 2025	$701M	$701M	2	2	0	1	n/a
2023	Mar 27, 2024	$608M	$608M	2	2	0	1	$368M
2022	Mar 31, 2023	$550M	$550M	2	2	0	1	$321M
2021	Mar 30, 2022	$666M	$666M	1	1	0	1	$364M
2020	Mar 29, 2021	$610M	$610M	2	2	0	1	$305M
2019	Mar 31, 2020	$549M	$544M	2	2	0	1	$265M
2018	Mar 29, 2019	$407M	$402M	2	2	0	1	$214M
2017	Mar 28, 2018	$426M	$416M	2	2	0	1	$120M
2016	Mar 23, 2017	$467M	$397M	2	2	n/a	1	$82.7M
2015	Mar 28, 2016	$472M	$357M	1	1	n/a	1	$26.8M
2014	Feb 26, 2015	$472M	$354M	1	1	n/a	1	$550,000
2013	Mar 27, 2014	$465M	$350M	1	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$761M	$701M	8.7%	$550M	11.4%	2	2	0	0

Relationships

Advises (1)

→ OCEAN ENDOWMENT FUND, L.P.Private fundHedge Fund, IA
Feb 26, 2015 to presentfactForm ADV

Registered with (1)

← SUNICA TYLER EDELSTEINAdvisorregistration: current employment
Aug 18, 2010 to presentfactForm ADV

Controls (1)

← EDELSTEIN, SUNICA TYLEROwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 25, 2013 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 30, 2022
Control person left
Ledesma Leo Gonzalez (Chief Compliance Officer) no longer on Schedule A of Ocean Endowment Partners, Llc (listed 2021-03-29, absent 2022-03-30)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2020
Regulatory AUM changed
Ocean Endowment Partners, Llc reported RAUM $548.9M, up 35% from $406.8M (2019-03-29 to 2020-03-31)
Form ADVobserved 3 days ago
$142M
Occurred
Mar 29, 2019
Control person joined
Ledesma Leo Gonzalez (Chief Compliance Officer) appeared on Schedule A of Ocean Endowment Partners, Llc
Form ADVobserved 3 days ago
Occurred
Jun 25, 2013
First Form ADV filing
Ocean Endowment Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3f5b788b-47cb-d672-9a11-e52845c0a783
First observed: Jun 25, 2013
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OCEAN ENDOWMENT PARTNERS, LLC

CRD 154518

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3f5b788b-47cb-d672-9a11-e52845c0a783

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SUNICA TYLER EDELSTEIN

n/a

CHICAGO, IL

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

OCEAN ENDOWMENT FUND, L.P.

Hedge Fund

$368M

Mar 27, 2024

Feb 26, 2015

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EDELSTEIN, SUNICA TYLER

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

07/2010

Jun 25, 2013

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OCEAN ENDOWMENT CAPITAL, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$761M

n/a

2024

Mar 27, 2025

$701M

n/a

2023

Mar 27, 2024

$608M

$368M

2022

Mar 31, 2023

$550M

$321M

2021

Mar 30, 2022

$666M

$364M

2020

Mar 29, 2021

$610M

$305M

2019

Mar 31, 2020

$549M

$544M

$265M

2018

Mar 29, 2019

$407M

$402M

$214M

2017

Mar 28, 2018

$426M

$416M

$120M

2016

Mar 23, 2017

$467M

$397M

n/a

$82.7M

2015

Mar 28, 2016

$472M

$357M

n/a

$26.8M

2014

Feb 26, 2015

$472M

$354M

n/a

$550,000

2013

Mar 27, 2014

$465M

$350M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$761M

$701M

8.7%

$550M

11.4%