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CRD 168062
PALO ALTO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| YING YING JING | n/a | PALO ALTO, CA | 0 | 23 | 3 | no |
| Qianqian He | n/a | PALO ALTO, CA | 0 | 13 | 1 | no |
| Kai Chen | n/a | PALO ALTO, CA | 0 | 24 | 3 | no |
| TSUN TAT WONG | n/a | PALO ALTO, CA | 0 | 10 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| OCRYPTOFUND LLC | Private Equity Fund | $23.7M | Mar 9, 2024 | 3 | Mar 29, 2023 | reported | n/a |
| OCEANIQ PARTNERS FUND II | Venture Capital Fund | $17.6M | Mar 9, 2024 | 95 | Mar 31, 2020 | reported | n/a |
| FOREST MOBILITY FUND LLC | Venture Capital Fund | $5.1M | Mar 9, 2024 | 29 | Mar 29, 2021 | reported | n/a |
| OCEANIQ PARTNERS/BASE VENTURE SERIES LLC | Venture Capital Fund | $2.2M | Jul 13, 2019 | 18 | Jul 30, 2018 | dropped | n/a |
| OCEANIQ PARTNERS/PAXATA SERIES, LLC | Venture Capital Fund | $2.1M | Jul 13, 2019 | 17 | Jul 30, 2018 | dropped | n/a |
| OCEANIQ PARTNERS/GAME SERIES, LLC | Venture Capital Fund | $1.7M | Jul 13, 2019 | 14 | Jul 30, 2018 | dropped | n/a |
| OCEANIQ PARTNERS/PAXATA SERIES LLC | Venture Capital Fund | $1.7M | Jul 27, 2015 | 18 | Jul 27, 2015 | dropped | n/a |
| OCEANIQ PARTNERS/AUTONOMOUS DRIVING SERIES, LLC | Venture Capital Fund | $1.7M | Jul 13, 2019 | 14 | Jul 30, 2018 | dropped | n/a |
| OCEANIQ PARTNERS/DATA SCIENTIST SERIES, LLC | Venture Capital Fund | $1.4M | Jul 13, 2019 | 16 | Jul 30, 2018 | dropped | n/a |
| OCEANIQ PARTNERS/BASE VENTURE SERIES LLC | Venture Capital Fund | $1.2M | Jul 27, 2015 | 16 | Jul 27, 2015 | dropped | n/a |
| OCEANIQ PARTNERS FUND II/GENE EDITING CLASS, LLC | Venture Capital Fund | $1.1M | Jul 13, 2019 | 11 | Jul 30, 2018 | dropped | n/a |
| WISDOMONT BIOTECH FUND LLC | Venture Capital Fund | $339,831 | Mar 9, 2024 | 14 | Mar 29, 2021 | reported | n/a |
| OCEANIQ PARTNERS FUND II/THIRD IMPACT CLASS, LLC | Venture Capital Fund | $320,000 | Jul 13, 2019 | 6 | Mar 29, 2019 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CHEN, KAI | MANAGING MEMBER | E | yes | 07/2017 | Oct 3, 2013 | Mar 9, 2024 |
| CHEN, KAI | MANAGING DIRECTOR | Na | yes | 10/2013 | Oct 3, 2013 | Mar 9, 2024 |
| JING, YING YING | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | Na | yes | 06/2015 | Jul 27, 2015 | Mar 9, 2024 |
| OCEANIQ GROUP LLC | Owner | E | yes | 07/2017 | Jul 30, 2018 | Mar 9, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BLUE OCEAN ADVISORS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| FOREST VC, LLC | n/a | n/a | n/a | Y | yes | n/a |
| OCEANIQ PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| WISDOMONT ASSET MANAGEMENT LLC | n/a | n/a | n/a | N | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 24, 2026 | $334M | $299M | 7 | 4 | 0 | 3 | n/a |
| 2024 | Mar 21, 2025 | $181M | $179M | 4 | 3 | 0 | 5 | n/a |
| 2023 | Mar 9, 2024 | $181M | $181M | 4 | 2 | 0 | 4 | $46.7M |
| 2022 | Mar 29, 2023 | $115M | $103M | 4 | 2 | 0 | 4 | $46.7M |
| 2021 | May 11, 2022 | $125M | $110M | 4 | 2 | 0 | 3 | $24.1M |
| 2020 | Mar 29, 2021 | $100M | $77.9M | 4 | 2 | 0 | 3 | $8.9M |
| 2019 | Mar 31, 2020 | $108M | $96.0M | 5 | 3 | 0 | 1 | $11.6M |
| 2018 | Mar 29, 2019 | $106M | $84.5M | 5 | 2 | 0 | 7 | $10.6M |
| 2014 | Mar 31, 2015 | $40.9M | $34.2M | 4 | 2 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $8.7M | $8.7M | 4 | 1 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $334M | $181M | 84.3% | $115M | 42.8% | 7 | 4 | 0 | 0 |