Oze Capital LLC

Oze Capital LLC (CRD# 327276) is a financial advisory firm headquartered in Florham Park, NJ. They manage $175,206,773 in 493 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
25b Vreeland Road, Suite 201, Florham Park, NJ 07932
https://www.ozecapital.com
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $355,389
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, GA, NJ, NY, RI, TN, TX

Financial Advisors at Oze Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Loukas Theodorou, financial advisor Florham Park NJ
Loukas W. Theodorou
CRD#: 6209508
25b Vreeland Road, Suite 201, Florham Park, NJ 07932

Loukas Theodorou (CRD# 6209508) is an Investment Advisor Representative working at Oze Capital LLC in Florham Park, NJ and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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