Ocean Tomo Asset Management, LLC is a large advisory firm based in Chicago. It manages $41 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Illinois.
Ocean Tomo Asset Management provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ocean Tomo Asset Management, LLC is $41 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ocean Tomo Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Keith Matthew Cardoza has been acting as President since 1 May 2006. Llc Ocean Tomo Capital joined the executive team most recently as the Member.
The principal office where Ocean Tomo Asset Management, LLC performs its advisory services is located at 200 West Madison St., Chicago, IL 60606 3414, which is also the mailing address of the firm. An additional office of the firm is in Bethesda, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-327-4400 or by fax 312-327-4401. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at oceantomo.com/public_equity.html.