Tampa, FL Office
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Green Ocean Global Advisors LLC
Team
Firm-wide stats for Green Ocean Global Advisors LLC
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.
Based on Green Ocean Global Advisors LLC
Expertise
Based on Green Ocean Global Advisors LLC
Location
Tampa FL
Advisors at this office
1
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