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Ocean Gate Capital Management, LP (Marblehead)


Ocean Gate Capital Management, LP is an adviser based in Marblehead. It manages $13.08 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Massachusetts.

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Ocean Gate Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ocean Gate Capital Management: assets under management

The assets under management (AUM) of Ocean Gate Capital Management, LP is $13.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.54 million each.
Ocean Gate Capital Management has custody of $13.08 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ocean Gate Capital Management, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Maria Muzio Duncan Trustee 1 Jun 2000 Other 2502799
Maria Testa Muzio Trustee 1 Jun 2000 Other 4899294
Gaetano J. Muzio Family Trust Limited partner 1 Jul 2000 75% - 100% xxx-xx-xxxx
Maria Testa Muzio General partner 1 Jul 2000 Other 4899294
Llc Coolidge Investment Management General partner 1 Nov 2004 Other 20-1826816
Ellen Sue Turkanis Member 1 Nov 2004 25% - 50% 4898976

Based in Marblehead

The principal office where Ocean Gate Capital Management, LP performs its advisory services is located at 5 Sewall Street, Marblehead, MA 01945, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-639-4774 or by fax 781-639-4334. The normal business hours are 8.30 a.m. - 6.00 p.m. on Monday - Friday. You can find more information about the New York firm at oceangatecapital.com.


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