Oceaniq Capital, LLC

Ying Ying Jing is a financial advisor with Oceaniq Capital, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at several related firms including Forest VC, LLC, Wisdomont Asset Management, Oceaniq Group, LLC, and OCEANIQ PARTNERS LLC. Oceaniq Capital primarily serves high-net-worth individuals, family offices, and institutional clients such as pension plans and corporations. The firm provides fiduciary investment advice using fundamental, quantitative, and asset-allocation analysis across public and private securities, and offers a range of services including portfolio management, family office support, financial planning, and retirement plan consulting.

Michael Pang is a financial advisor at Oceaniq Capital, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at SoFi and Advent Properties. Oceaniq Capital serves high-net-worth individuals, family offices, and institutional clients, providing portfolio management, family office services, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and asset-allocation analysis across public and private securities and manages private venture funds and special-purpose vehicles through affiliated advisers.

Qianqian He is a financial advisor at Oceaniq Capital, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Y LOGX Securities LLC, Vienna Asset Management, Citic Trust Co., Ltd., and Credit Suisse Group AG. Oceaniq Capital primarily serves high-net-worth individuals, family offices, and institutional clients, offering portfolio management, family office services, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and asset-allocation analysis across public and private securities and sponsors private venture funds and special-purpose vehicles through affiliated advisers.

Kai Chen is a financial advisor at Oceaniq Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oceaniq Capital since 2013, serving as a principal and managing member. Prior to this, he worked at FNEX Capital. Oceaniq Capital primarily serves high-net-worth individuals, family offices, and institutional clients, offering portfolio management, family office services, financial planning, and retirement plan consulting. The firm provides fiduciary investment advice using fundamental, quantitative, and asset-allocation analysis across public and private securities and sponsors private venture funds and special-purpose vehicles through affiliated advisers.