CRD: 314081
Oceanus Capital Partners, LLC
$73.9M Total AUM
$73.9M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-22-2021
- Office Locations
- 1
Office Locations
822 A1A North Suite 301 Ponte Vedra Beach FL
About Oceanus Capital Partners, LLC
Oceanus Capital Partners, LLC is an RIA building custom, goals-based portfolios for high-net-worth families, with an emphasis on preserving principal and creating a growing income stream. Strategies are delivered mainly via ETF-based SMAs, custodied at Schwab, and complemented by wealth planning (including estate and insurance considerations) where needed.
Team overview
-- AVG AGE
$73.9M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Available
Available
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Available
Available
Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
RYAN JOSEPH BECKER
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #5954170
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,855,780 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,855,780 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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