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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: OCEANIC CAPITAL, LLC CRD Number: 168062OtherThanAnnual Amendment All
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Gather all necessary documents such as personal financial information, investment statements, and tax documents.
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Ocean Capital Advisors LLC is a financial advisory firm that provides investment management services to clients.
Ocean Capital Advisors LLC is required to file with the appropriate regulatory authorities, such as the Securities and Exchange Commission (SEC).
To fill out Ocean Capital Advisors LLC, one must provide information about the company's assets under management, investment strategies, and key personnel.
The purpose of Ocean Capital Advisors LLC is to help clients achieve their financial goals through effective investment management.
Information that must be reported on Ocean Capital Advisors LLC includes assets under management, investment strategies, and any potential conflicts of interest.
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