Private Ocean Overview

  • Founded
  • 2009
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 55
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 2

Private Ocean General Information

Description

Provider of investment management services. The company offers services on financial planning, strategy planning, wealth management for business owners in United States.

Contact Information

Formerly Known As
Salient-Friedman Wealth Management
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
Salient Wealth Management
Primary Office
  • 100 Smith Ranch Road
  • Suite 300
  • San Rafael, CA 94903
  • United States
+1 (415) 000-0000
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Private Ocean Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Private Ocean Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of investment management services. The company offers services on financial planning, strategy planning, wealth
Consulting Services (B2B)
San Rafael, CA
55 As of 2019
000000&0

00000000

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0000000000, 00000 000 000 00000000 (000)
Los Angeles, CA
000000000 -
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Private Ocean Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
000000000 Corporate Backed or Acquired Los Angeles, CA 000000000 -
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Private Ocean Executive Team (5)

Name Title Board Seat Contact Info
Gregory Friedman Co-Founder & Chief Executive Officer
Susan Duvall-Dickson Chief Operating Officer & Principal
Justin Hult Director of Investment Operations, Chief Compliance Officer andPrincipal
Angela Giombetti Director of Marketing
Richard Stone Co-Founder and Chairman
To view Private Ocean’s complete executive team members history, request access »

Private Ocean Board Members (1)

Name Representing Role Since
0000000 00000 Private Ocean Co-Founder and Chairman 000 0000
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Private Ocean Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Private Ocean Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000000 0 24-Sep-2018 000000000000000000 Asset Management 0000000 00000000
Lakeview Financial Group 17-Jan-2018 Merger/Acquisition Asset Management 0000000 00000000
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Private Ocean Subsidiaries (1)

Company Name Industry Location Founded
000000 000000000 0 Asset Management San Francisco, CA 0000
To view Private Ocean’s complete subsidiaries history, request access »