Oceanus Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$73,311,475
Clients
25
Advisors
1
of 1 employees
About
Oceanus Capital Partners is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and investment planning to high- and ultra-high-net-worth individuals, charitable organizations, and select corporate clients. Services include creating an investment policy statement, ongoing portfolio monitoring, and advice across mutual funds, equities, fixed income, ETFs, real estate funds, private placements and options strategies.
The firm combines fundamental, quantitative, technical and cyclical analysis with long- and short-term trading and options strategies to implement client-specific investment policies and documented risk tolerances. Accounts are generally managed on a discretionary basis with quarterly reviews and custody through a national institutional custodian, which the firm requires clients to use for execution and custody services.
Notably, Oceanus is under common ownership with a private equity adviser that sponsors private funds, and the affiliation can give rise to side‑by‑side management, allocation issues, co‑investment opportunities, and referrals between the entities. The brochure discloses procedures and information barriers intended to manage these conflicts, and it also notes that personnel may have overlapping roles or private investments that could affect allocation and timing of investment opportunities.
Client services
Expertise
Occupation focus
Fee options
$500,000 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
Account minimum: $500,000
Main office
822 A1 A North, Suite 301
Ponte Vedra Beach FL 32082
Advisors at this office
1
Most active in
Alabama · Florida · Georgia · Texas
Also doing business as
Oceanus Capital Partners, LLC · Oceanus Investment Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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