Loukas Theodorou is a registered investment advisor at Oze Capital LLC, based in Florham Park, NJ, with 4 years of industry experience. Loukas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 12 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OZE Capital manages investments for private investment funds and co-investments. They charge a management fee, typically 1% per year, assessed quarterly on the unreturned capital contribution. They may also charge flat fees. Certain compliance and technology expenses are paid in part by the client, allocated pro-rata. OZE Capital also receives a performance-based fee of 20% of distributed profits after investors have received an annual 8% preferred return and 100% of their invested capital back.
Location
25B Vreeland Road, Suite 201, Florham Park, NJ, 07932
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Loukas serves as a board member for Osiris Ventures Inc. and Agricultural Alternatives Inc., dedicating minimal time and a few hours per week, respectively. These roles are related to his employment at OZE Capital LLC.
Employment History
Current Registrations
Oze Capital LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley & CO. LLCBroker
State Registrations2 states
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