YOUR OCIO, LLC
Adviser information for YOUR OCIO, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | JANUARY |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 6 | $315.1M |
| Total | 6 | $315.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $315.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-121148 |
|---|---|
| SEC ERA File Number | 801-121148 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313370 |
| Legal Entity Identifier | None |
Principal Office
3019 WILSHIRE BOULEVARD#202
SANTA MONICA
CA
United States
Monday - Friday, BY APPOINTMENT
Tel: 310-471-0640, Fax: None
Chief Compliance Officer
BLAKE BJORDAHL
CHIEF COMPLIANCE OFFICER
3019 WILSHIRE BOULEVARD
#202
SANTA MONICA
CA
United States
Tel:
714.206.2491
C*********@***********M
(Full email address available in API data)
Regulatory Contact
MELISSA FRIEDMAN LUCAS
OWNER
3019 WILSHIRE BOULEVARD
SANTA MONICA
CA
United States
Tel:
310-471-0640
M************@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Friedman Lucas, Melissa | Individual | – | OWNER / MANAGING MEMBER | 02/2021 | > 75% |
| BJORDAHL, BLAKE, ALAN | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2021 | < 5% |