Ocean Avenue Capital Partners, L.P.
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 18
- Avg AUM / client
- $109M
- Accounts
- 18
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 18 | $2.0B | 100.0% |
Private funds (18)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ocean Avenue Fund V, L.P. | Private Equity Fund | Delaware | $542M | 119 |
| Ocean Avenue Fund Iv, L.P. master | Private Equity Fund | Delaware | $433M | 73 |
| Ocean Avenue Fund Iii, L.P. master | Private Equity Fund | Delaware | $271M | 40 |
| Ocean Avenue Fund Ii, L.P. master | Private Equity Fund | Delaware | $206M | 17 |
| Ocean Avenue Fund Iii P, L.P. | Private Equity Fund | Delaware | $149M | 2 |
| Ocean Avenue Fund Iv Sa, L.P. master | Private Equity Fund | Delaware | $131M | 3 |
| Ocean Avenue Fund Iv Cayman, L.P. feeder | Private Equity Fund | Cayman Islands | $125M | 16 |
| Ocean Avenue Fund Iv Sa Cayman, L.P. feeder | Private Equity Fund | Cayman Islands | $120M | 2 |
| Ocean Avenue Fund Iii Sa, L.P. master | Private Equity Fund | Delaware | $57.8M | 3 |
| Ocean Avenue Aut Iii Sa feeder | Private Equity Fund | Australia | $55.4M | 2 |
| Ocean Avenue Fund Ii B, L.P. | Private Equity Fund | Delaware | $49.4M | 2 |
| Ocean Avenue Fund Ii Cayman, L.P. feeder | Private Equity Fund | Cayman Islands | $46.4M | 3 |
| Ocean Avenue Fund Iii Cayman, L.P. feeder | Private Equity Fund | Cayman Islands | $27.2M | 2 |
| Ocean Avenue Fund Ii C, L.P. master | Private Equity Fund | Delaware | $22.1M | 3 |
| Ocean Avenue Aut Ii C feeder | Private Equity Fund | Australia | $21.7M | 2 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Curis, Duran, Soni | Partner/Limited Partner | Jan 2011 (16y) | 25% – 50% | |
| Ennis, Jeffrey, Lake | Member | Jan 2011 (16y) | ≈ 0% – 2.5% via Ocean Avenue Capital Partners, Llc | |
| Youssefmir, Jacques, Nmm | Chief Compliance Officer/Partner/Limited Partner | Jan 2011 (16y) | ≈ 0% – 2.5% via Ocean Avenue Capital Partners, Llc | |
| Notz, Francis, Peter | Partner/Limited Partner | Mar 2011 (15y) | 10% – 25% | |
| Bamdad, Melody, Nmn | Chief Financial Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ocean Avenue Capital Partners, Llc | General Partner | Jan 2011 | A | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ennis, Jeffrey, Lake: 25% – 50% of Ocean Avenue Capital Partners, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Youssefmir, Jacques, Nmm: 25% – 50% of Ocean Avenue Capital Partners, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (18, $2.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ocean Avenue Fund V, L.P. | Private Equity Fund | $542M | $5.0M | 119 |
| Ocean Avenue Fund Iv, L.P. | Private Equity Fund | $433M | $5.0M | 73 |
| Ocean Avenue Fund Iii, L.P. | Private Equity Fund | $271M | $5.0M | 40 |
| Ocean Avenue Fund Ii, L.P. | Private Equity Fund | $206M | $100K | 17 |
| Ocean Avenue Fund Iii P, L.P. | Private Equity Fund | $149M | $8.5M | 2 |
| Ocean Avenue Fund Iv Sa, L.P. | Private Equity Fund | $131M | $4.0M | 3 |
| Ocean Avenue Fund Iv Cayman, L.P. | Private Equity Fund | $125M | $5.0M | 16 |
| Ocean Avenue Fund Iv Sa Cayman, L.P. | Private Equity Fund | $120M | $4.0M | 2 |
| Ocean Avenue Fund Iii Sa, L.P. | Private Equity Fund | $57.8M | $4.0M | 3 |
| Ocean Avenue Aut Iii Sa | Private Equity Fund | $55.4M | $4.0M | 2 |
| Ocean Avenue Fund Ii B, L.P. | Private Equity Fund | $49.4M | $30.0M | 2 |
| Ocean Avenue Fund Ii Cayman, L.P. | Private Equity Fund | $46.4M | $100K | 3 |
| Ocean Avenue Fund Iii Cayman, L.P. | Private Equity Fund | $27.2M | $5.0M | 2 |
| Ocean Avenue Fund Ii C, L.P. | Private Equity Fund | $22.1M | $40.0M | 3 |
| Ocean Avenue Aut Ii C | Private Equity Fund | $21.7M | $40.0M | 2 |
| Ocean Avenue Special Situations Fund, L.P. | Private Equity Fund | $19.9M | $30.0M | 2 |
| Ocean Avenue Fund Ii A Cayman, L.P. | Private Equity Fund | $9.3M | $30.0M | 2 |
| Ocean Avenue Fund Ii A, L.P. | Private Equity Fund | $9.0M | $30.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 5.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗