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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $600.0K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on April 7, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Oceanus Research LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Oceanus Research LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.