Loukas Wayne Theodorou
Investment adviser representative at Oze Capital LLC
10 yearsExperience
2 statesRegistered in
$213.7MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Oze Capital LLCJun 2018 to now
- Sag Management LLCJun 2018 to now
- Uva DardenAug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (DE, NJ).
Oze Capital LLC
$213.7MAssets managed
12Clients
1Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6209508
- Firm CRD
- 327276