# OceanIQ Capital

OceanIQ Capital is a Multi Family Office based in Redwood City, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Redwood City, United States
- **Region:** North America
- **Address:** Redwood Shores, CA, United States
- **Founded:** 2013
- **Assets under management:** 181 (Altss estimate)
- **Website:** oceaniqcapital.com
- **LinkedIn:** https://www.linkedin.com/company/oceaniq-capital

## Regulatory record

- **CRD number:** 168062
- **SEC file number:** 801-113911
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-24T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168062

## About

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.

## Sectors

- Mobility & Transportation
- Robotics & Automation
- Industrial Tech
- Energy Transition & Renewables

## People

- Kai Chen — Founder and CEO
- Lucy Jing — Co-Founder and Director
- Shih-Wei Sun — Senior Advisor

## 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.

### 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.

### 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.

## Related profiles

- [Osbon Capital Management](https://altss.com/profile/osbon-capital-management)
- [Eideard Group](https://altss.com/profile/eideard-group)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/oceaniq-capital

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