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Oceanstone Capital Management, Inc (San Diego)


Oceanstone Capital Management, Inc is an investment adviser to an investment company based in San Diego. It manages $45.29 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.

Oceanstone Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oceanstone Capital Management: assets under management

The assets under management (AUM) of Oceanstone Capital Management, Inc is $45.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 44731% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.29 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Oceanstone Capital Management, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Oceanstone Capital Management, Inc performs its advisory services is located at 13453 El Presidio Trail, San Diego, CA 92130 The mailing address of the firm is P.O. Box 130982, Carlsbad, CA 92013. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-481-4123 or by fax 858-481-4168. The normal business hours are 8 am - 5 pm on Monday - Friday.


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