Green Ocean Global Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referral to third‑party investment managers for individuals, high‑net‑worth clients, and charitable organizations. The firm documents client goals, risk tolerance, and constraints in a written Investment Policy Statement and delivers ongoing monitoring and quarterly account reporting.
The firm combines fundamental, quantitative, modern portfolio theory, and technical analysis and employs both long‑ and short‑term trading constrained by client risk profiles. Portfolios may include mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income and non‑U.S. securities, and GOGAL may access direct‑indexing and other strategies through third‑party managers under discretionary authority and separate limited powers of attorney.
Established in March 2022, the adviser manages roughly $52.9 million with a three‑advisor team serving about 70 clients across three offices and does not impose an account minimum. GOGAL may direct clients to specific third‑party managers (including Vise AI Advisors and Orion Portfolio Solutions) and discloses fee‑sharing arrangements and offsets of financial‑planning fees against managed assets; it has also expanded its disclosures to address potential investment impacts from tariff policy.
Client services
Expertise
Fee options
Fixed fee for financial planning: minimum $500 (based on $250/hour, minimum 2 hours)
$0 - $299,999: 1.45% $300,000 - $499,999: 1.30% $500,000 - $999,999: 1.15% $1,000,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.75% $5,000,000+: 0.55%
Main office
See office201 Spear Street, Suite 1100
San Francisco CA 94105
Advisors at this office
4
Offices (2)
Most active in
California · Florida · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jacob S
Series 65
San Francisco, CA
Green Ocean Global Advisors LLC
Jacob Schwartz is a financial advisor at Green Ocean Global Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Green Ocean Global Advisors, he held positions at Springfield Pepsi-Cola, Federated Fiducial, and Bank of Springfield. He also has experience working at Brookens Library and the University of Illinois Springfield. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage portfolios aligned with client risk profiles.
Noa H
CFP®, Series 63, Series 66
San Francisco, CA
Green Ocean Global Advisors LLC
Noa Hoffman is a CFP® professional with two years of industry experience, currently serving at Green Ocean Global Advisors LLC. Prior to this, Noa held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and operated a personal financial advisory website. Noa also worked with the Singleton Foundation for Literacy and Entrepreneurship and has experience at Karat Financial and Nerdwallet. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and third-party manager referrals for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage portfolios across various asset classes, tailored to client risk profiles.
John M
CFP®, Series 66
San Francisco, CA
Green Ocean Global Advisors LLC
John Mcnertney is a CFP® with 19 years of industry experience, currently serving at Green Ocean Global Advisors LLC since 2022. He previously worked at Freestone Capital Management and Polaris Greystone Financial Group, LLC. Green Ocean Global Advisors LLC offers discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm integrates fundamental, quantitative, modern portfolio theory, and technical analysis to construct portfolios that include mutual funds, ETFs, equities, fixed income, and non-U.S. securities, managing approximately $52.9 million across a three-advisor team.
Mark M
CFP®, Series 63
Tampa, FL
Green Ocean Global Advisors LLC
Mark Moberg is a CFP® with 30 years of industry experience, currently serving as an advisor at Green Ocean Global Advisors LLC since 2024. His prior experience includes roles at H. Beck, Inc. and First Financial Asset Management Inc. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage diversified portfolios tailored to client risk profiles.
Ryan A
Series 63, Series 66
San Francisco, CA
Green Ocean Global Advisors LLC
Ryan Ahrens is a financial advisor with Green Ocean Global Advisors LLC in San Francisco, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at Fidelity Investments, Resolute Capital Partners, E*TRADE Financial, Blackpier Capital, and TD Ameritrade. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis, employing both long- and short-term trading strategies tailored to client risk profiles.
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