| Name | Title | Ownership | Since |
|---|---|---|---|
| Howardsimon, LLC Control | Owner | Over 75% | 2022 |
| Nicholas Alden Jocelyn Control | Vice Chairman, Vice President, Secretary | Under 5% | 2022 |
| Robert A Jocelyn Control | Chairman, President, Chief Compliance Officer | Under 5% | 2022 |
Jocelyn Investment Management, LLC reports $919.7 million in regulatory assets under management on its Form ADV.
Jocelyn Investment Management, LLC reports 2 employees.
Jocelyn Investment Management, LLC is based in San Rafael, CA and has been SEC-registered since 2022.
Jocelyn Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Smith Ranch Road, Suite 329, San Rafael, CA 94903 |
| Phone | 415-256-1795 |
| Fax | 303-484-5233 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $90.4M |
| Non-discretionary | $829.3M |
| Total (RAUM) | $919.7M |