Private Ocean:
A Successful Registered Investment Adviser in San Rafael, CA

Recently Released!!!
Date Published: March 13, 2020
Summary PowerPoint Deck: 22 Slides
Reference PowerPoint Deck: 45 Slides

Private Ocean was founded by Greg Friedman & Richard Stone in 2009. Private Ocean has four offices, 55 employees, $2.3 billion assets under management, & $6.0 million revenues. It is based in San Rafael, CA. Private Ocean is led by its Chairman Richard Stone, CEO Greg Friedman, & Chief Operating Officer Susan Dickson. Its web site can be found at

This research addresses the key historical phases of Private Ocean, including:
  • Merger Phase
  • Awards Phase
  • Acquisitions Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, net new accounts, assets under administration, net new assets under administration, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:
  • Financial Planning
  • Investment Management

And its profile concludes with the highlights of its organizational structure & ownership.

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