Oceanus Capital Partners, LLC
Firm details
- Headquarters
- Ponte Vedra, Florida
- CRD number
- 314081
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.37%
- Individuals8.25%
- State / Municipal Government7.51%
- Corporations / Businesses3.69%
- Pension & Profit Sharing Plans1.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Oceanus Capital Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm advises both individual/family clients and institutional accounts, with portfolio management for individuals and small businesses as its primary advisory activity. It charges fees based on a percentage of assets under management and does not describe itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents6%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ponte Vedra, FL
Saint Johns
Location
Ponte Vedra, FL
Headquartered in Ponte Vedra, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Saint Johns
- Address
- 822 A1 A N
- Time zone
- ET (UTC-5)
- Office locations
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