CRD: 282737
Spring Ocean Capital LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-19-2016
- Office Locations
- 1
Office Locations
About Spring Ocean Capital LLC
Spring Ocean Capital is an Ohio RIA founded in 2016 by Dr. Hua Wei. The firm manages separately managed accounts for clients at Interactive Brokers with trading-only authority, giving clients real-time access and no lock-up. Portfolios focus on U.S.-listed public equities, blending value discipline with a quantitative process for valuation, allocation, and risk control, with the founder co-investing alongside clients.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Hua Wei
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #6606087
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,150,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,150,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing