Ocean Road Advisors
Ocean Road Advisors is a private, New York-based investment management firm founded in 2005 that provides asset and portfolio management services through investment strategies to its client base, operating with a small-to-mid-sized team of 11–50 employees.
- Company typePrivate
- Founded2005
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Ocean Road Advisors does
Ocean Road Advisors is a private, for-profit investment management firm headquartered in New York City, United States, founded in 2005. According to available firmographic data, the company offers asset and portfolio management services delivered through investment strategies, positioning it as a boutique investment advisory rather than a large institutional asset manager.
The firm operates with a headcount in the 11–50 range, consistent with a small-to-mid-sized boutique investment manager. Its public web presence at oceanroadadvisors.com currently renders only a verification/loading page ("One moment, please...") and provides no additional corporate, product, or strategy content. No information is available regarding the firm's specific asset classes, investment strategies, vehicle structures, AUM, fee schedule, client type, regulatory registrations (e.g., SEC RIA), leadership team, or geographic footprint.
The available third-party data sources corroborate the basic firmographic profile but contain no management team, funding history, partnership, M&A, regulatory action, product launch, or technology detail. Consequently, any assessment of business model mechanics, customer mix, technology stack, or competitive positioning relies on inference rather than disclosed evidence.
Ocean Road Advisors firmographics
Firmographics- Name
- Ocean Road Advisors
- Website
- https://oceanroadadvisors.com
- Company type
- Private
- Founded year
- 2005
- Headcount range
- 11–50 employees
- Short description
- Ocean Road Advisors is a private, New York-based investment management firm founded in 2005 that provides asset and portfolio management services through investment strategies to its client base, operating with a small-to-mid-sized team of 11–50 employees.
- Ownership category
- akta.pro rank
Where Ocean Road Advisors is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Ocean Road Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations
Ocean Road Advisors product offering
Product offeringCore offering
Ocean Road Advisors is an investment management firm that provides asset and portfolio management services to clients through dedicated investment strategies. The firm is headquartered in New York and operates with a small team of investment professionals. Its core commercial activity is managing client capital via discretionary and/or advised portfolio strategies.
Differentiator
Problem solved
Functional benefit
Companies that use Ocean Road Advisors
Customer profileIdeal customer profiles1 record
Ocean Road Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Ocean Road Advisors competitors and assessment
Company assessmentBroad incumbents
- Brown Brothers Harriman: Long-standing private partnership offering investment management alongside private banking; relevant as a broader private incumbent with similar investment strategy offerings and U.S. footprint.
- Lazard Asset Management: Global asset management division of Lazard offering active investment strategies across asset classes; relevant as a broader incumbent in the same investment strategy space.
Direct peers
- Ariel Investments: Privately held asset management firm offering actively managed investment strategies to institutional and retail clients; comparable as a private boutique manager with defined strategy mandates.
- Glenmede: Privately held investment and wealth management firm serving HNW families and endowments; comparable to Ocean Road Advisors as a private boutique with defined investment strategy offerings.
- First Manhattan Company: Privately held, employee-owned investment advisory firm in New York; closely comparable as a private NY-based boutique manager offering asset/portfolio management strategies.
- Bessemer Trust: Privately held wealth and investment management firm serving HNW and UHNW families, comparable to Ocean Road Advisors as a private, boutique-oriented investment advisory headquartered in the U.S.
- Epoch Investment Partners: Privately held investment manager offering global equity and yield strategies to institutional clients; relevant as a similarly sized private boutique asset manager.
- Hound Partners: Privately held investment advisor managing concentrated equity strategies; comparable to Ocean Road Advisors as a small private boutique focused on portfolio management.
- ValueAct Capital: Privately held investment advisor managing concentrated equity portfolios for institutional clients; comparable as a small private manager focused on portfolio strategy.
- Cramer Rosenthal McGlynn: Privately held boutique investment manager focused on equity strategies for institutional and HNW clients; comparable to Ocean Road Advisors as a small, private, strategy-driven asset manager.
Market position
Strengths3 records
Weaknesses3 records
Key risks4 records
Key highlights4 records
Customer concentration
Ocean Road Advisors social profiles
Digital presenceOcean Road Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ocean Road Advisors leadership team
Management profileNumber of profiles
Ocean Road Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ocean Road Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ocean Road Advisors
What does Ocean Road Advisors do?
Ocean Road Advisors is an investment management firm that provides asset and portfolio management services to clients through dedicated investment strategies. The firm is headquartered in New York and operates with a small team of investment professionals. Its core commercial activity is managing client capital via discretionary and/or advised portfolio strategies.
When was Ocean Road Advisors founded?
Ocean Road Advisors was founded in 2005. It employs 11 to 50 people.
Where is Ocean Road Advisors based?
Ocean Road Advisors is headquartered in New York, United States, in the North America region.
Who are Ocean Road Advisors's main competitors?
Broad incumbents on record are Brown Brothers Harriman and Lazard Asset Management. Direct peers are Ariel Investments, Glenmede, First Manhattan Company, Bessemer Trust, Epoch Investment Partners, Hound Partners, ValueAct Capital and Cramer Rosenthal McGlynn.
Does Ocean Road Advisors have an API?
No public API is recorded for Ocean Road Advisors.