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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
About Oceanus Research LLC
Oceanus Research LLC is a retail RIA providing asset management and financial planning, focused on entrepreneurs and qualified purchasers. The firm targets long-term results by identifying innovations shaping the future, implementing largely ETF-based portfolio construction with risk management across public markets and diversifiers. Client assets are custodied at Interactive Brokers.
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Owner & Executives
XIAOWEI JIANG
Chief Investment Officer, Founder, MANAGING DIRECTOR
- CRD
- #5031600
- Ownership
- 50% but less than 75%
Bo Zhang
Director Of Research
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,000,000 | -- |
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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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