Oceanus Capital Partners (OCP) offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. OCP creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. OCP seeks authority to make investment decisions and execute transactions without prior client approval. OCP primarily recommends equity-focused investments, including mutual funds, fixed income, real estate funds, ETFs, non-U.S. securities, and private placements.
Assets Under Management$53M
Clients23
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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