About 2018-05-22T18:46:56+00:00

Who We Are

We are a boutique investment management firm intensely focused on alpha generation and premier client service. With a long-term view and portfolios structured around high concentration and operational excellence, our team provides customized and comprehensive asset management strategies for family offices, foundations, endowments, pensions, and other institutional clients.

OceanSquare prides itself on being an employee-owned firm. We have built a culture-oriented team of dedicated, experienced, fixed income and equity professionals with similar large institutional backgrounds who are united in the belief that collaborative investing drives successful decision making and leads to long term performance.

Our Values

Our Team