Oceaniq Capital, LLC
SEC RegisteredPrivate Wealth Management & Venture Investment for Executives & Entrepreneurs
About the firm
Headquartered in Silicon Valley, OceanIQ Capital is a boutique investment management firm operating as a private wealth manager and venture investor, utilizing collaborative networks to deliver outstanding performance for our clients' long-term success. As a multi-family office, the firm bridges the US and Asia to cater to the complex challenges and needs of internationally situated families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Liquid investments (independent strategy, consolidated reporting, unique investment platform), alternative investments (opportunity zone funds, private REITs, secondary funds, direct lending funds, venture capital funds, cryptocurrency funds, private equity funds, QDLP RMB fund), special purpose vehicle investments (pre-IPO opportunities, private funds in venture capital and cryptocurrency), tax planning, risk management, philanthropic planning, corporate management, education consultation, real estate investing advice, and immigration advising.
Who they serve
Executives and entrepreneurs, including internationally situated families with cross-border financial needs between the US and Asia.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 448 | $312M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 4 | $22M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $5,000,000 | 1.00% |
| $5,000,000 to $25,000,000 | 0.50% |
| Over $25,000,000 | 0.35% |
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Oceaniq Capital, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched