REDWOOD CITY, CACRD 168062Latest ADV April 24, 2026
Oceaniq Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Redwood City, CA. Its latest Form ADV filing, dated April 24, 2026, reports $334M in regulatory assets under management, 7 employees, and 452 accounts.
Assets Under Management
$334M
Employees
7
Offices
--
Total Clients
452
Primary office
REDWOOD CITY, CA
275 SHORELINE DRIVE, UNIT 120, REDWOOD CITY, CA, United States
Top client segmentHNWI represent 99.1% of total clients.
Top client categories% of clientsClients
1
HNWI
99.1%
448
2
Pooled Investment Vehicles
0.9%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$334Mas of April 24, 2026
Discretionary89.5%
$299M
89% of total RAUM89.5%
Non-discretionary10.5%
$35M
11% of total RAUM10.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$334M
Total Accounts452
10Y AUM Change+$233M (+230.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee65:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.