← Back to searchVisit website
OCEANIC CAPITAL MANAGEMENT LLC
CRD 146135
125 HALF MILE ROAD, SUITE 200, RED BANK, NJ, 07701, United States
Phone
732-345-1533
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$64.6M
Discretionary AUM
$51.7M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; COMMISSIONS FOR INSURANCE, FIXED, OR INDEXED ANNUITY PRODUCTS
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $24.8M |
| High net worth individuals | 12 | $20.5M |
| Pension/profit sharing plans | 7 | $18.7M |
All web addresses on file
Official SEC filing: View on IAPD