A complete list of active advisors currently associated with Oceaniq Capital, LLC

Warmer can help you find a great advisor at Oceaniq Capital, LLC or one who fits your needs even better.

OceanIQ Capital primarily serves high‑net‑worth and ultra‑high‑net‑worth individuals, family offices, corporations, pension plans, and investors in private venture funds. The firm offers family office and concierge services, comprehensive portfolio management across public and private securities, financial planning, corporate cash management, private placement consulting, and advisory services for pooled investment vehicles. The firm tailors portfolios using fundamental, quantitative, and asset‑allocation analysis and combines public equities, fixed income, ETFs, options, and private investments to meet client objectives; it also uses third‑party money managers where appropriate and provides ongoing portfolio monitoring. OceanIQ acts as an adviser and sponsor for pooled private funds and special purpose vehicles and discloses and manages conflicts that arise from recommending affiliated investments. Noteworthy distinctions for a firm of this size include its role as a private fund adviser and fund sponsor with active solicitation of client investments into affiliated venture capital vehicles, and the use of performance‑based compensation for certain qualifying accounts. The brochure discloses a prior regulatory matter involving a firm principal (resolved in 2016) and highlights services for international HNW/UHNW clients and relationships with non‑U.S. custodial providers, along with an independent annual audit of affiliated fund holdings to mitigate conflicts.

To learn more about the advisors currently working at Oceaniq Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.