This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank Vontobel · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Unlock allContacts
Diana Chen
Operations Lead
- CRD
- --
Kai Chen
Managing Director
- CRD
- #2916984
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing