Private Ocean - Ownership and Business Overview

Financial ServicesCompany

Private Ocean Ownership

Who owns Private Ocean?

Private Ocean is owned by Wealthspire Advisors. It was acquired on November 22, 2021.

Private Ocean Business Overview

Where is Private Ocean headquartered?

Private Ocean is headquartered in San Rafael, California.

What sector is Private Ocean in?

Private Ocean is a financial services company.

When was Private Ocean founded?

Private Ocean was founded in 2009.

Financial Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2021. The largest financial services acquisition in 2021 was Afterpay Limited - which was acquired by Block for $27.8B.

Join Mergr to view all 222 acquisitions of financial services companies in 2021, including 18 acquisitions by private equity firms, and 204 by strategics.

Private Ocean

Private Ocean LLC

100 Smith Ranch Road Suite 300,
San Rafael, California 94903
United States,
(415) 526-2900
www.privateocean.com

Private Ocean is a West Coast-based wealth management, financial planning, and retirement planning firm deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth, and discipline of a much larger one. Private Ocean has offices in San Rafael, San Francisco, and Seattle and focuses on senior executives, business owners, and other affluent individuals and families with a minimum of $2 million to invest. Private Ocean was founded in 2009 and is based in San Rafael, California.


Company Summary

SECTOR

Financial Services

Established

2009

 Subscribe to unlock this and 201,688
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 193K M&A Transactions
  • 197K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Private Ocean

California Companies , Financial Services Companies , United States Companies , California Financial Services Companies , California Financial Services with Acquisitions , California Financial Services with Divestitures

Related Lists for California Companies

Largest California Companies , Acquisitive California Companies , Recently Acquired California Companies , Recently Sold California Companies , Private California Companies , Public California Companies , Acquired California Companies , PE Backed California Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal