CRD: 318243
Overseas Capital Management LLC
$13.6M Total AUM
$13.6M Disc. AUM
58.9% 3Y CAGR
3 Employees
37 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2020
- Office Locations
- 1
Office Locations
Level 40, ONE Museum Place 669 Xinzha Road Jing AN District, Shanghai --
About Overseas Capital Management LLC
OverseAS Capital Management LLC provides retirement planning and ongoing portfolio management, building individualized investment strategies and managing clients’ asset allocation as goals change. The firm’s SMA mix is ETF-heavy with an allocation to U.S. government/agency bonds, and it custodies with Interactive Brokers. Based in Jing An District, Shanghai.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$366.7K AVG AUM / CLIENT
5.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
Robert James Olivar Sr.
Chief Compliance Officer, Managing Member
- CRD
- #7486209
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,568,283 | $205,580 |
| Non-Discretionary | $0 | -- |
| Total | $13,568,283 | $205,580 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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