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Private Ocean

Private Ocean
2009 FOUNDED
M&A STATUS
51-60 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
2 INVESTMENTS
Description

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

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

Private Ocean Valuation and Funding

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

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Private Ocean Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Aspiriant Corporate Backed or Acquired Los Angeles, CA 00000000000
000000 0000000 000 Private Equity-Backed Menlo Park, CA 00 000000000000
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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
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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

Private Ocean Board Members (1)

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