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OceanIQ Capital

California Founded 2019 Website
Cheque Size$1M to $50M
Stages10
Industries15
Markets20
Stated Portfolio20
Operating Since2019 (7y)

About OceanIQ Capital

OceanIQ Capital is a global multi-family office specializing in private wealth management and venture investments. The firm offers a comprehensive suite of services, including liquid investments, alternative investments, and special purpose vehicle investments, catering to the diverse needs of its client families. By leveraging a collaborative network, OceanIQ Capital aims to deliver outstanding performance and long-term success for its clients. The firm's investment strategy is characterized by an open platform approach, providing clients with access to a wide range of investment vehicles such as stocks, mutual funds, bonds, private equities, hedge funds, commodities, real estate, art collections, insurance, IPOs, private company shares, and mergers and acquisitions. This diversified strategy allows OceanIQ Capital to tailor investment solutions that align with each client's unique financial goals and risk tolerance. OceanIQ Capital's team comprises experienced professionals dedicated to understanding and addressing the complex financial situations of their clients. The firm's client-centric philosophy emphasizes listening to clients, partnering with them to prioritize their needs, and growing alongside them by aligning capital and sharing proprietary investment opportunities. This approach underscores OceanIQ Capital's commitment to fostering long-term relationships and delivering value to its clients.

Geographical Focus

United StatesAustraliaEuropeAsiaChinaMiddle EastSouth AsiaSoutheast AsiaEastern EuropeAfricaSouth AmericaWestern EuropeCentral AsiaNorth AmericaCaribbeanEast AsiaOceaniaNorthern EuropeCentral EuropeSouthern Europe

Requirements

Accredited Investor Status, Investment Horizon, Risk Tolerance Assessment, Due Diligence Process, Compliance with Regulatory Standards, Alignment with Investment Philosophy, Commitment to Long-Term Investment, Understanding of Investment Strategies, Willingness to Engage in Collaborative Planning

Stated Portfolio20

Apple
Microsoft CorporationInvestor profile
Amazon
Facebook
Google
Tencent Holdings LimitedInvestor profile
Samsung
Alibaba
Tesla
Toyota
Volkswagen SACorporate
Coca-Cola
PepsiCo
Nestlé
McDonald's
Sony
Unilever
Starbucks
Adidas
Nike

As reported by the investor. 3 of 20 names match a profile on this platform and links through. The rest are printed as stated.

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Profile

TypeFamily Office
CityCalifornia
Founded2019
Minimum Cheque$1M
Maximum Cheque$50M