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

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

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.

To learn more about the advisors currently working at Oceanus Capital Partners, 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.