OceanIQ Capital

What is OceanIQ Capital?

OceanIQ Capital is a boutique investment management firm headquartered in Silicon Valley, operating as a private wealth manager and venture investor. Specializing in private wealth management and venture investment for executives and entrepreneurs, they offer a suite of services encompassing liquid investments, alternative investments, and special purpose vehicle investments.

OceanIQ Capital tailors their approach to the individual needs and complexities of internationally situated families and clients with cross-border interests, by providing solutions to intricate financial situations such as tax matters, succession planning, retirement, and maintaining lifestyle post-career.

They invest in a variety of sectors including IT, TMT, Business Solutions, A.I., Big Data, Robotics, Consumer, among others, and their specialties include Acquisition. Their investment vehicles range from stocks, mutual funds, bonds, private equities, hedge funds, commodities, real estate, art collections, insurance, IPOs, private company shares, to mergers and acquisitions.

As a multi-family office, OceanIQ Capital offers independent strategy utilizing a wealth of expertise from various sectors which is complemented by a pool of research from established investment research firms. This collaborative network provides a differentiated perspective on investment strategies that are tailored to their clients' specific risk and investment profiles.

They emphasize the importance of consolidated reporting, enabling clients to have a strategic overview of all their holdings and non-bankable assets such as private company investments, venture capital funds, real estate, and art equity. OceanIQ Capital's unique investing platform allows clients access to a broad spectrum of opportunities, not tied to products from any specific firm, and negotiates on behalf of clients for favorable investment access and transaction pricing. Through their proprietary access to deal flows, they invest alongside leading entrepreneurs and managers, targeting the most attractive market segments to deliver steady and attractive risk-adjusted returns.

What they say:

We are an investment management firm.

What we look for: We invest in diverse companies.