Kan Zhou is a registered investment advisor at Oceanus Capital Management, based in Miami, FL. Kan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $5.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oceanus Capital Management charges a monthly fee based on the value of your investments. The annual rate depends on the lockup period you choose:
- 36-month lockup: 1.0% per year
- 12-month lockup: 1.5% per year
In addition to the management fee, Oceanus Capital Management also charges an incentive fee based on the annual return:
- 36-month lockup: 10% of the return above 0%
- 12-month lockup: 15% of the return above 0%
These fees are in addition to other fees, such as custodian fees and transaction costs.
Location
1221 Brickell Ave, Suite 900, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oceanus Capital Management
State Registrations2 states
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