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OCEANIQ CAPITAL, LLC
CRD 168062File 801-113911
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$334.2M
Below cohort median (national)
Discretionary AUM
$299.0M
Non-discretionary $35.1M
Clients
452
452 accounts
Employees
7
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 29, 2018
- Principal office
- 1881 PAGE MILL RD., SUITE #236, PALO ALTO, CA, 94304
- Phone
- (415) 432-7580
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $334.2M
- Discretionary AUM
- $299.0M
- Non-discretionary AUM
- $35.1M
- Discretionary accounts
- 425
- Non-discretionary accounts
- 27
- Total accounts
- 452
- AUM per client
- $739K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 448 | $312.2M |
| Pooled investment vehicles | 4 | $22.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.