RIA IntelAdvisersNew JerseyOCEANIC CAPITAL MANAGEMENT LLC

OCEANIC CAPITAL MANAGEMENT LLC

Advisory

RED BANK, NJ

Data as of Apr 14, 2026 · Source: SEC Form ADV

Rank in NJ
#668
of 775 advisers by AUM
Average account
$331K
across 195 accounts
AUM per adviser
$32M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM
$65M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$65M
Discretionary AUM$52M
Non-Discretionary AUM$13M
Discretionary %80%
Total Clients100
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

RIDGEWOOD CAPITAL MANAGEMENT, LLC
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-8.1% 1Y
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MCGOVERN FINANCIAL PLANNING, LLC
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$64M
FINTEGRITY LLC
$65M
LINDE, HANSEN & CO., LLC
FLORHAM PARK, NJ
$65M
-8.0% 1Y
SENSUS INVESTMENT MANAGEMENT GROUP LLC
ENGLEWOOD CLIFFS, NJ
$66M
-10.3% 1Y

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