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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

OCEAN AVENUE CAPITAL ADVISORS, INC.

CRD 147637

SANTA MONICA, CA

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:63473a5b-7eb8-cb6f-f6e4-8f4960495ecf

Data as of Mar 21, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 8, 2012 to Mar 21, 2016
8 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $111MItem 5.F on the latest filing (2016-03-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $111M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Accounts: 138
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $362,578gross asset value as reported per fund; never fund size
Custody, client assets: $362,578
SEC number: 801-78080
CRD: 147637
Filings on the tape: 8
First filed: Feb 8, 2012
Latest filed: Mar 21, 2016
Organised: Corporation, California

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
THE NATURAL GAS ENERGY FUND, LP	Hedge Fund	$362,578	Mar 21, 2016	25	Mar 27, 2014	reported	021-206362

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
GOODFRIEND, LAWRENCE, ROSS	MANAGING MEMBER [OF OCEAN AVENUE ENERGY PARTNERS, LLC]	D	yes	08/2013	Feb 8, 2012	Mar 21, 2016
JACOBS, JEFFREY, ADAM	PRESIDENT/CHIEF COMPLIANCE OFFICER	D	yes	07/2008	Feb 8, 2012	Mar 21, 2016

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
GOODFRIEND & JACOBS, CERTIFIED PUBLIC ACCOUNTANTS, P.C.	n/a	n/a	n/a	N	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
2015	Mar 21, 2016	$111M	$111M	2	2	n/a	1	$362,578
2014	Mar 30, 2015	$116M	$116M	2	2	n/a	1	$352,941
2013	Mar 27, 2014	$102M	$102M	2	2	n/a	1	$3.5M
2011	Feb 8, 2012	$54.0M	$54.0M	n/a	n/a	n/a	n/a	n/a

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
2015	$111M	$116M	-4.5%	n/a	n/a	2	2	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COMPOSITION WEALTH, LLC	2	Dec 31, 2016	Jan 1, 2026	SANTA MONICA, CA	Team lift out	Other	100.0%

Relationships

Advises (1)

→ THE NATURAL GAS ENERGY FUND, LPPrivate fundHedge Fund, IA
Mar 27, 2014 to presentfactForm ADV

Controls (2)

← JACOBS, JEFFREY, ADAMOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 8, 2012 to presentfactForm ADV
← GOODFRIEND, LAWRENCE, ROSSOwnerMANAGING MEMBER [OF OCEAN AVENUE ENERGY PARTNERS, LLC], ownership code D, individual
Feb 8, 2012 to presentfactForm ADV

Moved with (1)

→ COMPOSITION WEALTH, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2016 to Jan 1, 2026factForm ADV

Registered with (2)

← JEFFREY ADAM JACOBSAdvisorregistration: previous registration
Jul 2, 2009 to Dec 31, 2016factForm ADV
← LAWRENCE ROSS GOODFRIENDAdvisorregistration: previous registration
Jul 2, 2009 to Dec 31, 2016factForm ADV

Dated events

Occurred
May 13, 2013
First Form ADV filing
Ocean Avenue Capital Advisors, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63473a5b-7eb8-cb6f-f6e4-8f4960495ecf
First observed: Feb 8, 2012
Last observed: Mar 21, 2016 127 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 AVENUE CAPITAL ADVISORS, INC.

CRD 147637

SANTA MONICA, CA

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:63473a5b-7eb8-cb6f-f6e4-8f4960495ecf

Data as of Mar 21, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:43 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

THE NATURAL GAS ENERGY FUND, LP

Hedge Fund

$362,578

Mar 21, 2016

Mar 27, 2014

reported

021-206362

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOODFRIEND, LAWRENCE, ROSS

MANAGING MEMBER [OF OCEAN AVENUE ENERGY PARTNERS, LLC]

yes

08/2013

Feb 8, 2012

Mar 21, 2016

JACOBS, JEFFREY, ADAM

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

07/2008

Feb 8, 2012

Mar 21, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GOODFRIEND & JACOBS, CERTIFIED PUBLIC ACCOUNTANTS, P.C.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 21, 2016

$111M

n/a

$362,578

2014

Mar 30, 2015

$116M

n/a

$352,941

2013

Mar 27, 2014

$102M

n/a

$3.5M

2011

Feb 8, 2012

$54.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$111M

$116M

-4.5%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COMPOSITION WEALTH, LLC

Dec 31, 2016

Jan 1, 2026

SANTA MONICA, CA

Team lift out

Other

100.0%