OceanIQ Capital

Private Wealth Management & Venture Investment for Executives & Entrepreneurs

Headquartered in Silicon Valley, OceanIQ Capital is a boutique investment management firm operating as a private wealth manager and venture investor, utilizing collaborative networks to deliver outstanding performance for our clients’ long-term success.

Our clients turn to us for two reasons:

  • To provide creative solutions to complex financial situations involving investments, tax, second generations, retirement and lifestyle maintenance. By bridging the US and Asia, our cross-border expertise allows us to cater to the complex challenges and needs of internationally situated families.

  • To generate steady and attractive risk-adjusted returns. Through our network of client families and proprietary access to deal flows, we are investing alongside the best of breed entrepreneurs and managers, accessing their most attractive market segments.

OceanIQ Capital is Here for Our Clients

We Listen to Our Clients

We listen to our clients and identify which types of investment strategies are suitable for them, are appropriate for their risk and investment profile, and make them comfortable.

We Partner With Our Clients

We partner with our clients to help them prioritize their life needs & wants, from managing family assets, to raising capital – we are here every step of the way.

We Grow With Our Clients

We grow with our clients by aligning our capital with theirs, as well as sharing proprietary investment opportunities across our client families.

Meet the Team of Experts

Our Services

Liquid Investments

  • Independent Strategy
  • Consolidated Reporting
  • Unique Investment Platform
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Alternative Investments

  • Opportunity Zone Funds
  • Private REITs
  • Secondary Funds
  • Direct Lending Funds
  • Venture Capital Funds
  • Cryptocurrency Funds
  • Private Equity Funds
  • QDLP RMB Fund
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Special Purpose Vehicle Investments

  • Proprietary Private Investment Platforms
  • Pre-IPO opportunities
  • Private Funds in venture capital and cryptocurrency
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Our Philosophies

Independent Strategy

As a multi-family office, exposure to our clients’ decades of expertise in various sectors allows us to cultivate a differentiated perspective on investment. We also draw on a number of well-recognized investment research firms to assemble a wide range of insight from experts representing both the buy and sell-side of investment.

Consolidated Reporting

We provide a top-down strategic overview of all our clients’ holdings, with multiple options for assessment and review. Our clients can use our robust reporting capabilities to oversee all their accounts at various institutions, as well as non-bankable assets such as private company investments, venture capital funds, real estate and art equity.

Unique Investing Platform

With wide access to investment opportunities across the spectrum, we are never incentivized to sell the products of any particular firm. We strive to cultivate investment managers with a similar family office orientation, providing superior risk-adjusted return and transparency while avoiding the standard professional money managers. We also negotiate on our clients’ behalf to obtain favorable pricing for investment access and transactions, providing our clients access at institutional pricing.

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