OCEANUS CAPITAL PARTNERS, LLC

Overview

Oceanus Capital Partners, LLC is a boutique investment adviser that runs equity-first portfolios for individual, family and select institutional clients. The firm charges on a percentage-of-AUM basis and delivers discretionary portfolio management focused on exchange-traded equities as the primary building block. Portfolios appear to be implemented through separately managed accounts and pooled mutual fund vehicles, with a satellite allocation to third‑party alternative funds (private equity, private placements and real estate) to add diversification and return enhancement. Oceanus is not positioned as an ESG-focused manager and operates under a single-state registration posture. Strategy emphasis is on liquid, tradable equity exposures—both single-name and exchange-traded funds—supported by manager-sourced alternative allocations when appropriate for client risk profiles. The client base skews high-net-worth: the average client size supports use of illiquid private-market commitments when they fit a client’s liquidity and suitability profile.

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Public Holdings

Investments & Alternatives

Location & Offices