# JOCELYN INVESTMENT MANAGEMENT

JOCELYN INVESTMENT MANAGEMENT is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** jocelyninvestment.com

## Regulatory record

- **CRD number:** 323831
- **SEC file number:** 801-126910
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323831

## About

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.

## Questions

### 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.

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Last updated: 2026-07-11T08:24:38.000Z

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