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 serves high‑net‑worth individuals, family offices, trusts, corporations and retirement plan sponsors, providing comprehensive portfolio management, financial planning and family office services alongside corporate cash management and access to private investment opportunities. The firm also facilitates insurance premium payment management for certain UHNW and international clients through a related advisory entity and supports client investment in pooled vehicles and private placements. Oceaniq Capital delivers customized, discretionary management using fundamental, quantitative and qualitative analysis across public securities, options and private investments, and conducts due diligence on third‑party managers when they are used. The firm discloses that some client accounts are subject to performance‑based compensation arrangements and it has policies for block trading, allocation and periodic review intended to mitigate the conflicts that can arise from side‑by‑side management. Notable distinctions include its role as an affiliated adviser and sponsor of venture capital/private funds and its solicitation of client investment into pooled vehicles, with fund holdings subject to independent audit; the firm also maintains custodial relationships that support non‑U.S. clients and international services. The brochure discloses a prior regulatory matter involving a firm principal (resolved in 2016) and describes compliance controls and outside compliance support the firm uses to address conflicts related to private fund affiliations.
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.
Name |
Location |
Years of experience |
|---|---|---|
Palo Alto, CA
| 23
| |
Palo Alto, CA
| 3
| |
Palo Alto, CA
| 20
| |
Palo Alto, CA
| 0
| |
Palo Alto, CA
| 2
|
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