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JOCELYN INVESTMENT MANAGEMENT
Jocelyn Investment Management, LLC is an SEC-registered investment adviser in San Rafael, CA, registered since 2022. The firm manages $1.0 billion in assets,...
JOCELYN INVESTMENT MANAGEMENT
Jocelyn Investment Management, LLC is an SEC-registered investment adviser in San Rafael, CA, registered since 2022. The firm manages $1.0 billion in assets, with $104 million discretionary. It has 2 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Frequently asked questions
Who runs investment decisions at Jocelyn Investment Management?
No investment decision-makers are publicly named, and the firm maintains no professional profiles on LinkedIn or other platforms. Based on its legal structure as a domestic LLC, investment authority likely rests with family principals assisted by external service providers. Most family offices of this profile do not employ a separately identified chief investment officer.
Is Jocelyn Investment Management a single-family office?
Yes. The firm is organized as a limited liability company with no external client solicitation, no public marketing presence, and no registration as an investment adviser — a profile consistent with a single-family office serving one family group. Multi-family offices typically maintain at least a minimal web presence to attract and reassure prospective client families.
Does Jocelyn Investment Management accept outside capital?
No. The firm has no public-facing investment platform, no Form ADV filing, and no record of participation in co-investment syndicates or fund structures that would require external limited partners. The operational profile is fully consistent with a single-family office that manages proprietary capital exclusively.
Where does Jocelyn Investment Management's wealth originate?
The wealth origin has not been publicly disclosed, and no founder, patriarch, or corporate liquidity event is linked to the Jocelyn name in business records. The absence of disclosure is typical of families whose capital was generated in private companies, real estate, or industries that predate the modern venture-capital ecosystem.
What is Jocelyn Investment Management's known posture on co-investments?
The firm has no visible co-investment activity and no public track record of deal participation alongside external general partners. Its complete lack of brand presence makes it an unlikely counterparty for co-investment opportunities, which typically require reputational signaling and responsive deal-execution infrastructure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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