OCEANIS FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 307787
- Registered since
- March 23, 2020
- Website
- oceanisfinancialadvisor.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies65.65%
- HNWI31.74%
- Individuals2.62%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Oceanis Financial Advisors, Inc. is a privately owned corporate RIA that registered with the SEC in 2020. The firm manages portfolios on a fee basis (percentage of AUM) and serves both individual/family and institutional clients. Its advisory mandate centers on portfolio management for individuals, small businesses, and for business or institutional accounts. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other31%
- Derivatives21%
- Investment Grade Corp Bonds17%
- Non-Investment Grade Corp Bonds11%
- Non-Exchange Traded Equities10%
Owners & executives
1 of 1MICHELE PARADISO
Chief Compliance OfficerCRD 5454529
Contacts
1 of 1ALBERTO OTERO
Managing DirectorCRD 6416028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 40 SW 13th St
- Time zone
- ET (UTC-5)
- Office locations
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