JOCELYN INVESTMENT MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,013,115,876
Discretionary
$103,963,761
Non-discretionary
$909,152,115
Firm details
- CRD number
- 323831
- SEC file number
- 801-126910
- Main office
- SAN RAFAEL, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.JOCELYNINVESTMENT.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.