JOCELYN INVESTMENT MANAGEMENT, LLC

San Rafael, United States · CRD 323831

SEC-registered investment adviser since 2022 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$1.0bn
Main clients (by assets)Pension plans 94%, High net worth individuals 5%
Websitejocelyninvestment.com
Form ADV · 2026-03-27SEC adviser record

Kindinstitutions
Others nearbySan Rafael, CA, Boulder, CO

As an employer

Staff (Form ADV)2 · 2 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
San Rafael, CA (main office)United States	United States	about 1
Boulder, COUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.