Chief Marketing Officer · Ocean Park Asset Management, LLC
Vanda S. Freesman
CRD 6020533 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Ocean Park Asset Management, LLC, an SEC-registered asset manager based in Santa Monica, CA with $3.9 billion in regulatory assets, lists Vanda S. Freesman on its Form ADV as Chief Marketing Officer, a control person. The SEC filings also name Vanda at 1 other registered adviser.
Firms and roles
- Ocean Park Asset Management, LLCChief Marketing OfficerAsset manager · Santa Monica, CA · $3.9B in regulatory assets
- Sierra Investment Management, LLCChief Marketing OfficerWealth manager · Santa Monica, CA · $361M in regulatory assets
AtlasMembers
Vanda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Kenneth L. SleeperManaging Member, Ocean Park Asset Management, LLC
- David C. WrightManaging Member, Ocean Park Asset Management, LLC
- Albert G. SchweissChief Executive Officer, Ocean Park Asset Management, LLC
- Kristine J. StromeyerChief Operating Officer, Ocean Park Asset Management, LLC
- Erik W. MorrisChief Compliance Officer, Ocean Park Asset Management, LLC
3 more people named with Vanda on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Vanda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.