Oceanus Capital Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$73,311,475
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
25
72% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$2,932,459
About
Oceanus Capital Partners is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and investment planning to high- and ultra-high-net-worth individuals, charitable organizations, and select corporate clients. Services include creating an investment policy statement, ongoing portfolio monitoring, and advice across mutual funds, equities, fixed income, ETFs, real estate funds, private placements and options strategies.
The firm combines fundamental, quantitative, technical and cyclical analysis with long- and short-term trading and options strategies to implement client-specific investment policies and documented risk tolerances. Accounts are generally managed on a discretionary basis with quarterly reviews and custody through a national institutional custodian, which the firm requires clients to use for execution and custody services.
Notably, Oceanus is under common ownership with a private equity adviser that sponsors private funds, and the affiliation can give rise to side‑by‑side management, allocation issues, co‑investment opportunities, and referrals between the entities. The brochure discloses procedures and information barriers intended to manage these conflicts, and it also notes that personnel may have overlapping roles or private investments that could affect allocation and timing of investment opportunities.
Client services
Portfolio management
Expertise
Private / alternative investments
Options & derivatives strategies
Real estate investing
Occupation focus
Founder/Business Owner
Executive
Fee options
$500,000 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
Account minimum: $500,000
Main office location
Oceanus Capital Partners, LLC
822 A1 A North, Suite 301
Ponte Vedra Beach FL 32082, United States
Number of offices
1
Most active in
Oceanus Capital Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Florida · Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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