Oceanic Capital Profile Picture
  • Education University of Vermont, BA
  • Qualifications 25 year professional and registered investment advisor
  • Company Name Oceanic Capital
  • Website
  • Wall Street Plaza
  • 88 Pine Street
  • New York
  • New York
  • 10005
  • Includes information on approach, …
Manager Disclosure Document

Oceanic Capital

Investment Adviser

Investment portfolio

Oceanic Capital Global Diversified Conservative

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  • Strategy
    Lower risk Multi-Asset
Sharpe ratio
0.25

365 days

Manager performance
0.00632,0.00183,0.00282,0.00698,-0.00257,0.00756,0.00170,-0.00660,0.00434,0.00228,-0.00078,-0.00169,0.00548,-0.00504,-0.00173,-0.00359,0.00204,-0.00235,-0.00252,-0.00318,0.00746,-0.00377,-0.00637,-0.00017,-0.00134,-0.00091,-0.00268,0.00332,-0.01472,0.00992,-0.00582,-0.00504,0.00510,-0.00379,-0.00058,-0.00684,-0.00209,0.00759,-0.00220,0.00260,-0.00088,-0.01268,-0.02926,0.00552,-0.00582,0.00388,-0.00309,-0.00154,0.00421,0.00535,-0.00348,0.00003,-0.00390,0.00615,0.00626,-0.00043,0.01762,-0.00189,0.00308,0.00132,-0.00309,0.00072,0.00111,0.00884,0.00240,-0.00897,0.00229,0.00101,-0.00238,-0.00230,-0.00253,0.00103,0.00024,-0.00337,-0.00552,-0.00135,0.01123,-0.00069,0.00501,-0.00360,0.00065,-0.00218,-0.00245,-0.00618,0.00291,-0.00560,0.00596,0.01142,-0.00305,-0.00492,-0.00132,0.00129,-0.00378,0.00283,-0.00128,-0.00497,0.00615,0.00625,-0.00065,0.00267,-0.00964,0.00313,0.00119,0.00119,0.02217,-0.00286,-0.01349,-0.00151,-0.00144,0.00034,-0.00030,-0.00044,-0.00547,-0.00224,0.00546,-0.00308,0.00180,-0.00200,-0.00493,-0.00103,0.00712,0.00149,0.00206,-0.00033,0.00555,0.01177,0.00104,-0.00099,0.01008,-0.00662,0.00263,0.00381,0.00158,0.00033,-0.00337,-0.00620,-0.00041,0.00311,-0.00334,0.00593,-0.01001,-0.00186,-0.00032,-0.00541,0.00516,0.00707,0.00308,-0.00396,-0.00308,-0.00796,0.00138,0.00256,0.00079,-0.00286,0.00089,0.00217,-0.00849,-0.00098,0.00249,-0.00812,0.00716,0.00375,0.00275,-0.00856,-0.00892,0.00176,0.00204,-0.00329,0.00402,-0.00837,0.00441,0.00062,0.00168,0.00282,0.00164,-0.00098,0.00302,-0.00142,0.00279,-0.00169,0.00327,-0.00524,0.00052,0.00773,-0.00340,0.00159,0.00180,0.00010,0.00074,-0.00099,-0.00065,-0.00204,-0.00569,-0.00707,0.00444,-0.00151,-0.00027,0.00002,-0.00974,0.00363,-0.00086,0.00466,0.00724,0.00273,0.00955,-0.00209,0.00476,0.00572,0.00070,-0.00421,0.00454,-0.00026,0.00411,-0.00043,-0.00112,0.00277,-0.00005,-0.00078,0.00509,-0.00014,0.00394,-0.00389,-0.00081,-0.00001,0.00471,-0.00347,-0.00019,0.00166,0.00368,-0.01030,0.00207,0.00352,-0.00418,0.00376,-0.00493,0.00168,0.00360,0.00192,0.00224,0.00197,-0.00095,-0.00021,-0.00304,0.00430,0.00455,-0.00751,-0.00092,0.00306,-0.00170,0.00500,-0.00024,0.00048:#0c3557:Manager 0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379:#c8c8c8:S&P_500
2.1%

365 days

Risk score

1% fee
$10,000 minimum


Oceanic Capital Global Diversified Aggressive

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  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
0.84

365 days

Manager performance
0.00592,0.00408,0.00396,0.00573,-0.00275,0.00901,0.00204,-0.00648,0.00601,0.00483,-0.00099,0.00125,0.00280,-0.00375,0.00079,-0.00188,0.00397,0.00011,-0.00439,0.00135,0.00371,-0.00153,-0.00708,-0.00348,-0.00277,0.00364,-0.00647,-0.00060,-0.01506,0.00949,-0.00581,-0.00907,0.00609,0.00219,-0.00222,-0.00795,-0.00510,0.01058,-0.00395,0.00466,0.00259,-0.01426,-0.02988,0.00509,-0.00602,0.00547,0.00380,0.00266,0.00185,0.00791,-0.00362,-0.00035,-0.00080,0.00645,0.00558,-0.00002,0.01854,-0.00023,0.00210,-0.00063,-0.00107,0.00074,-0.00012,0.00437,0.00145,-0.00653,0.00271,0.00144,-0.00286,-0.00117,-0.00095,0.00451,0.00216,-0.00373,-0.00469,-0.00279,0.00886,-0.00098,0.00178,-0.00287,-0.00090,-0.00760,-0.00407,-0.00652,0.00305,-0.00582,0.00765,0.01002,-0.00267,-0.00893,0.00118,0.00149,-0.00409,0.00262,0.00204,-0.00143,0.00511,0.00802,0.00251,0.00479,-0.00518,0.00408,0.00146,0.00225,0.01899,-0.00431,-0.01267,-0.00218,-0.00205,-0.00085,0.00209,-0.00149,-0.00557,0.00185,0.00344,-0.00573,0.00401,-0.00511,-0.00809,-0.00097,0.01264,0.00361,0.00286,-0.00197,0.00791,0.00934,0.00118,-0.00211,0.01066,-0.00633,0.00482,0.00477,0.00138,0.00070,-0.00352,-0.00478,0.00104,0.00276,-0.00343,0.00413,-0.01227,0.00346,-0.00075,-0.00490,0.00539,0.00626,0.00305,-0.00354,-0.00235,-0.00588,0.00326,0.00428,-0.00061,-0.00114,0.00010,0.00132,-0.00701,-0.00265,0.00055,-0.00672,0.00852,0.00138,0.00035,-0.01135,-0.00750,0.00023,0.00458,-0.00432,0.00878,-0.00614,0.00439,0.00266,0.00232,0.00367,0.00159,0.00116,0.00271,-0.00362,0.00017,-0.00228,0.00748,-0.00576,0.00014,0.00820,-0.00791,0.00671,0.00186,0.00186,-0.00103,0.00023,0.00130,-0.00387,-0.01169,-0.00725,0.00602,-0.00487,0.00618,-0.00211,-0.01563,0.00493,-0.00108,0.01068,0.00952,0.00320,0.01168,-0.00048,0.00521,0.00595,0.00173,-0.00509,0.00539,0.00095,0.00386,-0.00187,-0.00041,0.00232,-0.00211,-0.00384,0.01101,-0.00050,0.00265,-0.00578,-0.00215,-0.00016,0.00439,-0.00714,-0.00041,0.00449,0.00639,-0.01025,0.00313,0.00063,-0.00485,0.00382,-0.00550,0.00232,0.00267,0.00661,0.00545,0.00183,-0.00194,-0.00449,-0.00292,0.00505,0.00672,-0.01347,-0.00343,0.00476,0.00083,0.00652,0.00089,0.00062:#0c3557:Manager 0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379:#c8c8c8:S&P_500
7.7%

365 days

Risk score

1% fee
$10,000 minimum


Oceanic Capital Global Diversified Moderate

See full details
  • Strategy
    Lower risk Multi-Asset
Sharpe ratio
-1.00

365 days

Manager performance
0.00434,0.00374,0.00228,0.00487,-0.00261,0.00704,0.00174,-0.00619,0.00592,0.00450,-0.00063,-0.00014,0.00310,-0.00406,0.00038,-0.00228,0.00325,0.00071,-0.00257,0.00126,0.00480,-0.00241,-0.00674,-0.00446,-0.00155,0.00173,-0.00726,0.00043,-0.01364,0.00885,-0.00511,-0.00825,0.00460,0.00136,-0.00093,-0.00878,-0.00409,0.00899,-0.00324,0.00478,0.00150,-0.01199,-0.02765,0.00414,-0.00613,0.00579,0.00273,0.00319,0.00201,0.00500,-0.00221,0.00017,0.00012,0.00498,0.00632,-0.00105,0.01649,-0.00163,0.00314,-0.00098,-0.00211,0.00375,-0.00012,0.00504,0.00078,-0.00783,0.00133,0.00065,-0.00407,-0.00220,-0.00259,0.00603,0.00105,-0.00149,-0.00385,-0.00314,0.00892,0.00016,0.00099,-0.00128,-0.00080,-0.00584,-0.00253,-0.00574,0.00192,-0.00608,0.00680,0.01001,-0.00413,-0.00843,0.00032,0.00118,-0.00384,0.00441,0.00052,-0.00191,0.00486,0.00879,0.00277,0.00331,-0.00677,0.00300,0.00301,0.00204,0.01935,-0.00165,-0.01221,-0.00174,-0.00087,-0.00128,0.00210,-0.00184,-0.00553,0.00190,0.00338,-0.00457,0.00438,-0.00413,-0.00665,-0.00057,0.01246,0.00415,0.00272,-0.00222,0.00717,0.00844,0.00334,-0.00048,0.00896,-0.00762,0.00199,0.00345,0.00104,0.00293,-0.00439,-0.00550,0.00165,0.00511,-0.00388,0.00524,-0.01175,0.00169,0.00065,-0.00527,0.00571,0.00600,0.00433,-0.00304,-0.00374,-0.00555,0.00301,0.00346,0.00067,-0.00190,0.00005,0.00140,-0.00615,-0.00220,0.00015,-0.00696,0.00843,0.00500,0.00047,-0.00872,-0.00761,0.00089,0.00332,-0.00298,0.00734,-0.00564,0.00353,0.00267,0.00153,0.00327,0.00258,0.00043,0.00265,-0.00469,0.00269,-0.00326,0.00420,-0.00520,-0.00021,0.00689,-0.00616,0.00507,0.00323,0.00011,-0.00172,-0.00005,-0.00009,-0.00710,-0.00981,-0.00671,0.00501,-0.00505,0.00453,-0.00118,-0.01504,0.00556,-0.00088,0.00696,0.00823,0.00080,0.01003,-0.00209,0.00439,0.00544,0.00215,-0.00407,0.00402,0.00016,0.00356,-0.00135,-0.00103,0.00239,-0.00012,-0.00482,0.00935,-0.00012,0.00330,-0.00386,-0.00168,-0.00097,0.00216,-0.00733,-0.00043,0.00486,0.00560,-0.00903,0.00187,0.00139,-0.00271,0.00415,-0.00551,0.00299,0.00613,0.00393,0.00398,0.00158,-0.00081,-0.00360,-0.00477,0.00384,0.00609,-0.01069,-0.00244,0.00385,0.00073,0.00634,0.00154,-1.00000:#0c3557:Manager 0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379:#c8c8c8:S&P_500
-100.0%

365 days

Risk score

1% fee
$10,000 minimum


Important Information

1. Performance of the portfolio manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The subscription minimum is the minimum subscription required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.