Ocean Financial Advisors
Ocean Financial Advisors is a multi-family office headquartered in Miami. Founded in 2017, the firm traces its origins to the banking wealth accumulated through Ocean Bank, Florida’s largest independent state-chartered commercial bank.
Ocean Financial Advisors
Ocean Financial Advisors is a multi-family office headquartered in Miami. Founded in 2017, the firm traces its origins to the banking wealth accumulated through Ocean Bank, Florida’s largest independent state-chartered commercial bank. Ocean Financial Advisors aligns investment advisory, tax planning, and estate structuring services for multiple high-net-worth families, emphasizing capital preservation, risk management, and multigenerational wealth transfer.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
—
Location
Region
North America
Country
—
City
Miami
Corporate office
—
Frequently asked questions
What is Ocean Financial Advisors?
Ocean Financial Advisors is a multi family office headquartered in Miami.
When was Ocean Financial Advisors founded?
Ocean Financial Advisors was founded in 2017.
Where is Ocean Financial Advisors headquartered?
Ocean Financial Advisors is headquartered in Miami, in the North America region.
What does Altss track for Ocean Financial Advisors?
Altss maintains an OSINT-verified profile of Ocean Financial Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Ocean Financial Advisors's website?
Ocean Financial Advisors's public website is oceanfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Ocean Financial Advisors?
Ocean Financial Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Ocean Financial Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Ocean Financial Advisors?
Ocean Financial Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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