Oceanic Investment Management Limited

RIASEC RegisteredEst. 2012
Total AUM
$332M
Discretionary
$332M
100% of AUM
Avg account
$66.3M
Accounts
5
Employees
13
Advisory reps
11

Firm details

Headquarters
Douglas,
CRD number
160287
Registered since
March 23, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Oceanic Investment Management Limited is a corporate hedge fund manager registered with the SEC in 2012 that primarily serves institutional clients. The firm functions as a manager of pooled investment vehicles and is identified as a CPO/CTA, providing portfolio management for collective funds rather than one-off advisory services to individual retail accounts. Ownership is listed as a mix of foreign entity and individual ownership. Its fee schedule combines percentage-of-AUM charges with fixed fees and performance-based fees, consistent with an active, performance-oriented hedge fund model. The firm is not identified as an ESG investor, is not multi-state, and does not position itself as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Alf Brahde

    Alf Brahde

    Chief Investment OfficerCRD 5081590

  • Max Bezance

    Max Bezance

    CIOCRD 7457169

Contacts

3 of 9
  • Anthony Haynes

    Director, CCOCRD 6029527

  • Andreas Vergottis

    Andreas Vergottis

    Head of ResearchCRD 6029659

  • Lars Andreasson

    ShareholderCRD 6029656

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$937K in ETFs

Passive

100%

$937K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPROTT URANIUM MINERS ETF (URNM)PassiveNatural Resources$937K17,819100.00%

Location

Primary office

Douglas, null

Location

Douglas, null

Headquartered in Douglas, null.

Address
St Georges Ct
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth