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They include 448 high-net-worth individuals and 4 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does OceanIQ Capital offer?","answer":"OceanIQ Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does OceanIQ Capital use?","answer":"OceanIQ Capital’s separately managed account assets are held at Charles Schwab & Co. (San Francisco, CA), with $267M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does OceanIQ Capital have?","answer":"OceanIQ Capital has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does OceanIQ Capital invest in?","answer":"At the end of its last fiscal year, OceanIQ Capital’s separately managed accounts held 40% exchange-traded equities, 30% non-exchange-traded equities, 14% U.S. government and agency bonds, 5% state and local bonds, 5% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% pooled vehicles (private funds and similar) and 1% derivatives. It advises 3 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns OceanIQ Capital?","answer":"OceanIQ Capital is owned through a holding company by Kai Chen. Its direct owner is Oceaniq Group LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does OceanIQ Capital get paid?","answer":"OceanIQ Capital is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is OceanIQ Capital registered with the SEC?","answer":"Yes, OceanIQ Capital has been registered with the SEC as an investment adviser since 29 August 2018. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}