OCEANUS RESEARCH LLC
Firm details
- Headquarters
- SHORT HILLS, New Jersey
- CRD number
- 314649
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Oceanus Research LLC is a limited liability company that focuses on providing portfolio management services primarily for individuals and small businesses. The firm operates with a fee structure that includes a percentage of assets under management and performance-based fees. While it does not engage in active ESG investing, it does allocate capital to various investment strategies, including alternative investments. The firm caters to a client base that consists of individuals and families, emphasizing personalized financial management.
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 Equities88%
- Cash & Cash Equivalents10%
- Derivatives2%
Owners & executives
1 of 1XIAOWEI JIANG
Founder & Chief Investment OfficerCRD 5031600
Contacts
1 of 1Bo Zhang
DirectorCRD 7469429
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 John F Kennedy Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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