Oceaniq Capital, LLC
Oceaniq Capital, LLC (CRD# 168062) is a financial advisory firm headquartered in Redwood City, CA. They manage $181,307,569 in 259 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management181MILLION
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Total Number of Accounts259ACCOUNTS
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Average Account Value$700,029
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, TX
Kai Chen (CRD# 2916984) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood Shores, CA and has over 15 years of experience in the finance industry. Headquartered in Silicon Valley, OceanIQ Capital is a diversified investment management firm operating as a global multi-family office. Our investment focus include cross-border wealth management, direct investment, and income real estate.
Kai is the Founder & Managing Director of OceanIQ Capital. As the company head, his primary role is to provide strategic vision, investment advisory, and relationship management. He started his investment management career at Goldman Sachs Private Wealth Management, specializing in asset allocation and investment strategies. He later spent 12 years at Credit Suisse and was most recently a Director and Relationship Manager. He has worked extensively with prominent families on investment management, trust & estate planning; with corporate founders on selling strategies such as 10b5-1 plans; and with private equity fund managers on block trading and diversification strategies. Kai graduated from UCLA with a BA in Business Economics and is a Chartered Financial Analyst. He served on the board of FLY (Fresh Lifelines for Youth), a non-profit dedicated to serving at-risk youth. An avid golfer and runner, he currently resides with his wife and two children in Menlo Park, CA.
Ying Ying Jing (CRD# 4626484) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood City, CA and has over 20 years of experience in the finance industry.
Kevin Colas (CRD# 5644192) is an Investment Advisor Representative working at Oceaniq Capital, LLC in Redwood City, CA and has over 14 years of experience in the finance industry.