Multi-Family OfficeRIA · CRD 168062SEC-RegisteredPrivate Fund Adviser

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OceanIQ Capital

OceanIQ Capital was established in 2013 by Kai Chen. The firm serves families whose wealth stems from technology entrepreneurship and cross-border executive...

OceanIQ Capital logo

OceanIQ Capital

OceanIQ Capital was established in 2013 by Kai Chen. The firm serves families whose wealth stems from technology entrepreneurship and cross-border executive roles in Silicon Valley and Greater China. Lucy Jing serves as co-founder and director. The firm deploys capital through liquid investments, venture capital funds, private equity funds, direct co-investments via SPVs, and cryptocurrency funds. It also maintains vehicles including Forest Mobility Fund LLC, Silicon Catalyst Venture Fund LLC, and Ocryptofund LLC. Geographic coverage centers on North America and Asia. Investment stages span early, growth, and late stage. Technology emphases include AI/ML, semiconductors, biotech, and Web3. Team size remains undisclosed. Additional vehicles include Opportunity Zone Funds and private REITs focused on commercial real estate in the United States. Kai Chen holds membership in Modern Club. Both Kai Chen and Kevin Colas are CFA charterholders. No operational events from the past 24 months appear in available records. OceanIQ Capital operates with an independent strategy that draws on client family expertise across sectors rather than relying on external product distribution. This structure supports direct access to pre-IPO opportunities and proprietary platforms while aligning interests through co-investment with client families.

General information

Firm type

Multi Family Office

Year founded

2013

Location

Region

North America

Country

United States

City

Redwood City

Corporate office

Redwood Shores, CA, United States

Principals

Kai Chen

Founder and CEO

Lucy Jing

Co-Founder and Director

Shih-Wei Sun

Senior Advisor

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

Mobility & TransportationRobotics & AutomationIndustrial TechEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at OceanIQ Capital?

Kai Chen serves as Founder and CEO. Kevin Colas acts as Partner and Co-CIO. Shih-Wei Sun provides senior advisory input on venture matters.

How does OceanIQ Capital source proprietary deal flow?

The firm draws on networks of client families and maintains relationships with entrepreneurs in technology sectors. It accesses opportunities through Silicon Catalyst Ventures and direct SPV platforms.

Is OceanIQ Capital structured as a single family office or does it operate more like a venture firm?

OceanIQ Capital functions as a multi-family office. It combines wealth management services with venture and private fund access for multiple client families.

Does OceanIQ Capital participate in fund commitments or only direct deals?

The firm commits to venture capital funds, private equity funds, and cryptocurrency funds. It also executes direct co-investments and SPVs alongside those vehicles.

What investment stages does OceanIQ Capital typically target?

The firm covers early stage, growth stage, and late stage opportunities. Focus areas include startups and pre-IPO situations in specified technology sectors.

Where does the underlying wealth come from?

Wealth originates from technology entrepreneurs and cross-border executives active in Silicon Valley and Greater China.

What is OceanIQ Capital's known posture on co-investments alongside external GPs?

The firm aligns its capital with client families and shares proprietary opportunities across those families. It negotiates access at institutional terms without favoring any single external manager.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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