OVERSEAS CAPITAL MANAGEMENT LLC
Adviser information for OVERSEAS CAPITAL MANAGEMENT LLC last updated from Form ADV on March 17th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 3 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
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Discretionary | 47 | $8.0M |
Non-Discretionary | 0 | $0 |
Total | 47 | $8.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 15 | $2.4M |
HNW Individuals | 9 | $5.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $507,443 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 60 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
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Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-123165 |
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SEC ERA File Number | 801-123165 |
SEC CIK Numbers | None |
SEC CRD Numbers | 318243 |
Legal Entity Identifier | None |
Principal Office
LEVEL 40, ONE MUSEUM PLACE669 XINZHA ROAD
JING AN DISTRICT, SHANGHAI
China
Monday - Friday, 9 AM TO 6 PM CHINA TIME ZONE
Tel: +86-131-2206-9291, Fax: None
Websites
Chief Compliance Officer
ROBERT JAMES OLIVAR, SR.
MANAGING MEMBER
LEVEL 40, ONE MUSEUM PLACE
669 XINZHA ROAD
JING AN DISTRICT, SHANGHAI
China
Tel:
+86-131-2206-9291
B*********@*********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Olivar Sr., Robert, James | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 10/2020 | > 75% |
Liu, Huimin | Individual | – | ADMINISTRATIVE PARTNER | 10/2020 | 5-10% |