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OCEANIQ CAPITAL, LLC
REDWOOD CITY, CA
(415) 432-7580
SEC #801-113911Total AUM
$334.2M
Employees
7Clients
452Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
275 SHORELINE DRIVE
UNIT 120
REDWOOD CITY
CA 94065
United States
UNIT 120
REDWOOD CITY
CA 94065
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(415) 432-7580
Financials
Total AUM
$334.2M
Accounts
452Discretionary
$299M
Accounts
425Non-Discretionary
$35.1M
Accounts
27
Clients
HNW Individual Clients
448AUM
$312.2M
Pooled Vehicle Clients
4AUM
$22M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CAFL
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.