OCEANIQ CAPITAL, LLC

CRD 168062 · SEC 801-113911

Visit website

1881 PAGE MILL RD., SUITE #236, PALO ALTO, CA, 94304, United States

Phone

(415) 432-7580

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$334.2M

Discretionary AUM

$299.0M

Team

7 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
High net worth individuals	448	$312.2M
Pooled investment vehicles	4	$22.0M

States served

CA, FL

All web addresses on file

HTTP://WWW.OCEANIQCAPITAL.COM

Official SEC filing: View on IAPD