Loukas
Theodorou

Oze Capital LLC

CRD#6209508
Investment Advisor
in Florham Park, NJ

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About this Advisor

Loukas Theodorou is a financial advisor based in Florham Park, New Jersey, working with Oze Capital LLC. Loukas has previously held positions at Morgan Stanley & Co. LLC, Uva Darden, and Sag Management/Oze Capital. Loukas has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Loukas is part of Oze Capital LLC, which operates out of Florham Park, New Jersey. The firm has 6 employees and manages assets totaling $175.2 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Oze Capital LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

25B Vreeland Road, Suite 201
Florham Park, NJ 07932

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Oze Capital LLC Brokerage Details

Total Assets Under Management

$175,206,773

NJ Average: $10,121,009,343
Total Number of Employees

6

NJ Average: 92
Total Number of Accounts

493

NJ Average: 6,978
Average Account Size

$355,389

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Loukas Theodorou Work History

2018 - Present (6 years)

Sag Management/Oze Capital

2016 - 2018 (2 years)

Uva Darden

2014 - 2016 (2 years)

Morgan Stanley & Co. LLC

Disclosures

Please visit the SEC profile of Loukas Theodorou to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oze Capital LLC

Loukas Theodorou
Florham Park, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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