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- Custodian
- City National Bank ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-06-2025
- Office Locations
- 1
Office Locations
About Oceanus Capital Management
Oceanus Capital Management is a New Jersey-based alternative asset manager serving retail clients. The firm provides portfolio management and financial planning with an asset-allocation and risk-management lens across ETFs, public equity, and alternatives such as futures, infrastructure, and real estate. Led by founder/CIO Xiaowei Jiang, it custodies assets at Interactive Brokers and City National Bank.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
XIAOWEI JIANG
Chief Investment Officer, Founder, MANAGING DIRECTOR
- CRD
- #5031600
- Ownership
- 50% but less than 75%
Kan Zhou
CHIEF OPERATING OFFICER
- CRD
- #7918208
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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