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- Custodian
- Bank Vontobel · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-03-2013
- Office Locations
- 2
Office Locations
About Oceaniq Capital, LLC
OceanIQ Capital is a Silicon Valley-based boutique multi-family office providing private wealth management and venture investing for executives, entrepreneurs, and internationally situated families. The firm builds independent liquid portfolios and sources alternative and SPV opportunities (Opportunity Zone, private REITs, direct lending, private equity, venture and cryptocurrency), with consolidated reporting across institutions and non-bankable assets. Differentiator: US-Asia cross-border expertise and proprietary deal flow access.
Reported data analysis
What the numbers show
Between September 30, 2025 and June 24, 2026, reported AUM increased 57.3%, from $212.4M to $334.2M.
Across 5 reported observations, AUM increased 166.9% between May 11, 2022 and June 24, 2026, from $125.2M to $334.2M.
Of the latest reported AUM, 89.5% is discretionary and 10.5% is non-discretionary.
The firm reports 4 advisory representatives and 452 clients, or 113 clients per representative. That equates to $739.3K in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on June 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Kai Chen
Managing Director
- CRD
- #2916984
- Ownership
- Less than 5%
YING YING JING
CHIEF OPERATING OFFICER, Director
- CRD
- #4626484
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Diana Chen
Operations Lead
- CRD
- --
Qianqian He
--
- CRD
- #7691359
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $299,042,430 | $703,629 |
| Non-Discretionary | $35,128,530 | $1,301,057 |
| Total | $334,170,960 | $739,316 |
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Separately Managed Accounts
SMA allocation detail is available
Oceaniq Capital, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Oceaniq Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.