OCEANUS CAPITAL MANAGEMENT
Firm details
- Headquarters
- SHORT HILLS, New Jersey
- CRD number
- 331624
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Oceanus Capital Management operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a client-centric approach, tailoring its investment strategies to meet the unique needs of its clients. Although it does not actively engage in ESG investing, Oceanus Capital Management is committed to delivering performance-based results through its fee structure, which includes a percentage of assets under management and performance-based fees.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities85%
- Cash & Cash Equivalents10%
- Derivatives5%
Owners & executives
2 of 2XIAOWEI JIANG
Founder & Chief Investment OfficerCRD 5031600
Kan Zhou
Chief Operating OfficerCRD 7918208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHORT HILLS, NJ
ESSEX
Location
SHORT HILLS, NJ
Headquartered in SHORT HILLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- ESSEX
- Address
- 51 Jkf Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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