OceanIQ Capital

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.

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

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

• Investment management
• Asset management
• Diversified investments
• Portfolio management
• Wealth advisory

Headquarters

HQ city

Redwood Shores

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Core 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.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Expansion highlights1 record

Emerging 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

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments8 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OceanIQ Capital