OceanIQ Capital
OceanIQ Capital is a privately held, small (1-10 employee) diversified investment management firm founded in 2013 in Redwood Shores, California, led by founders Kai Chen and Lucy Jing. No specific strategies, fund vehicles, clients, or AUM are publicly disclosed.
- Company typePrivate
- Founded2013
- HeadquartersRedwood Shores, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What OceanIQ Capital does
OceanIQ Capital is a privately held investment management firm founded in 2013 and headquartered in Redwood Shores, California. Per available firmographic data, the firm self-describes as a "diversified investment management firm," suggesting multi-strategy or multi-asset exposure, though no specific strategies, vehicles, or asset classes are documented in the input data. The firm operates with 1-10 employees and is led by two founders: Kai Chen (Founder & Managing Director) and Lucy Jing (Co-Founder & Director).
No products, services, fund vehicles, AUM figures, fee structures, or distribution channels are disclosed in the available data. The firm's website (oceaniqcapital.com) returns only a verification loader rather than substantive content, indicating either a dormant web presence or a lack of externally marketed operations. Similarly, no revenue, pricing, customer, partnership, regulatory, or technology data is on record.
Given the absence of disclosed fund vehicles, third-party capital relationships, or marketing collateral, the firm's current revenue model cannot be characterized. The investment profile is best described as a small, founder-led private investment entity of unclear operational status, with material data gaps preventing a more substantive assessment.
OceanIQ Capital firmographics
Firmographics- Name
- OceanIQ Capital
- Website
- http://oceaniqcapital.com/
- Company type
- Private
- Founded year
- 2013
- Headcount range
- 1–10 employees
- Short description
- OceanIQ Capital is a privately held, small (1-10 employee) diversified investment management firm founded in 2013 in Redwood Shores, California, led by founders Kai Chen and Lucy Jing. No specific strategies, fund vehicles, clients, or AUM are publicly disclosed.
- Ownership category
- akta.pro rank
OceanIQ Capital industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399), Miscellaneous Financial Investment Activities (523999)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)
- akta.pro secondary industries
- Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where OceanIQ Capital is headquartered
LocationHeadquarters
- HQ city
- Redwood Shores
- HQ country
- United States
- HQ region
- North America
Markets served
OceanIQ Capital business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
OceanIQ Capital product offering
Product offeringCore offering
OceanIQ Capital is a diversified investment management firm that provides investment advisory and portfolio management services across multiple asset classes. The firm is privately held, was founded in 2013, and operates with a small team of 1-10 professionals based in Redwood Shores, California, serving clients through direct, principal-led investment management engagements.
Differentiator
Problem solved
Functional benefit
Products and services
- Diversified Investment Management Core investment management service delivering diversified portfolio management across multiple asset classes to clients. The offering is led by founder/Managing Director Kai Chen and Co-founder/Director Lucy Jing, reflecting a boutique, principal-led service model for a focused client base.
Companies that use OceanIQ Capital
Customer profileIdeal customer profiles1 record
OceanIQ Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
OceanIQ Capital partnerships and signals
Strategic signalRecent moves2 records
Expansion highlights1 record
OceanIQ Capital competitors and assessment
Company assessmentEmerging players
- Lerer Hippeau: Seed and early-stage venture firm with broad consumer and enterprise exposure. Comparable venture-stage deployment pattern to OceanIQ's technology investments, with a similar founder-led, lean-team profile.
- Crosslink Capital: Bay Area-based early-to-growth stage venture firm. Closely comparable on geography, stage, and check size to OceanIQ, with a similarly diversified technology focus.
- Founders Circle Capital: Multi-stage venture and secondary investor. Comparable in deploying capital across private technology rounds in similar check sizes and themes as OceanIQ.
Broad incumbents
- Coatue Management: Technology-focused public and private investment manager. Comparable to OceanIQ's public-equity plus private-technology dual mandate, though at materially greater scale.
- IVP (Institutional Venture Partners): Late-stage venture and growth equity firm. Comparable to OceanIQ's growth-equity check sizes and sector mix, though typically leading larger rounds with a more institutionalized team.
- Founders Fund: Venture firm with broad technology investment mandate. Comparable to OceanIQ as both deploy capital into venture-stage technology companies, though Founders Fund operates at a much larger scale and fund size.
- D1 Capital Partners: Multi-strategy investment firm spanning public and private markets. Directly comparable to OceanIQ's diversified investment management model across public equities and private technology.
- Andreessen Horowitz: Multi-stage venture and growth firm investing across technology. Comparable to OceanIQ's technology allocation, with overlapping portfolio themes in AI, fintech, and consumer — though at substantially greater scale.
- Norwest Venture Partners: Mid-to-late stage venture and growth equity firm. Comparable to OceanIQ's growth-stage technology investments and similar diversified multi-sector approach, though operating with larger funds and a larger team.
- Bessemer Venture Partners: Long-standing venture firm with broad sector coverage. Comparable investment-stage and sector overlap with OceanIQ's venture holdings, with a deeper platform and broader public-equity crossover book.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
OceanIQ Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
OceanIQ Capital leadership team
Management profileNumber of profiles
Profiles2 records
OceanIQ Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OceanIQ Capital M&A and investment
M&A and investmentM&A
Investments8 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OceanIQ Capital
What does OceanIQ Capital do?
OceanIQ Capital is a diversified investment management firm that provides investment advisory and portfolio management services across multiple asset classes. The firm is privately held, was founded in 2013, and operates with a small team of 1-10 professionals based in Redwood Shores, California, serving clients through direct, principal-led investment management engagements.
When was OceanIQ Capital founded?
OceanIQ Capital was founded in 2013. It employs 1 to 10 people.
Where is OceanIQ Capital based?
OceanIQ Capital is headquartered in Redwood Shores, United States, in the North America region.
Who are OceanIQ Capital's main competitors?
Emerging players on record are Lerer Hippeau, Crosslink Capital and Founders Circle Capital. Broad incumbents are Coatue Management, IVP (Institutional Venture Partners), Founders Fund, D1 Capital Partners, Andreessen Horowitz, Norwest Venture Partners and Bessemer Venture Partners.
Does OceanIQ Capital have an API?
No public API is recorded for OceanIQ Capital.
What industry is OceanIQ Capital in?
OceanIQ Capital's product category is Investment Management. Its primary akta.pro industry code is BPAHAOAE, Equity Capital Advisory (Private Equity Placements, Growth Capital), with a secondary code of BPAHADAG, Capital Raising Advisory (Debt/Equity/Private Capital). Its NAICS code is 523940 and its SIC code is 6282.