|
⚲
|
| Overseas Capital Management LLC
✚
|
|
|---|---|
| CRD # | 318243 |
| SEC # | 801-123165 |
| CIK # | |
| AUM | $13.6 M (2026-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 8613122069291 |
| Address | Level 40, One Museum Place Jing an District Shanghai, China |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 5.2 |
| (b) Individuals (high net worth individuals) | 13 | 8.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 66 | 13.6 |
| By Discretionary | ||
| Discretionary | 66 | 13.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 66 | 13.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.9 | |
| United States Persons | 4.6 | |
| Total | 66 | 13.6 |
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|---|---|---|
|
URSA Financial LLC
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|
0.0 | |
|
Caterer Goodman Partners Ltd
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0.0 | |
|
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|
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|
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|
Palos Management Inc
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|
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|
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WA | 0.0 |
|
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0.0 | |
|
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TX | 0.0 |
|
Skyview Pinnacle Inc
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0.0 |