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OCEANSOUND PARTNERS, LP

NEW YORK, NY · CRD 300935 · IAPD ↗ · oceansoundpartners.com · 212-433-3050

$6.95BRegulatory AUM
22Advisory reps
35Employees
0Clients
n/aPlanning clients
27Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — OCEANSOUND PARTNERS, LP reported RAUM up 55% ($4.49B -> $6.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2026 — OCEANSOUND PARTNERS, LP grew from 18 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — OCEANSOUND PARTNERS, LP reported RAUM up 70% ($2.65B -> $4.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
54
April 2024 — OCEANSOUND PARTNERS, LP reported RAUM up 46% ($1.81B -> $2.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.