About

Oceana is a fully integrated funds management platform offering funding and partnership opportunities across a range of asset classes.

We follow a set of principles, which is reflected in our product offerings, fundraising strategies, risk management approach, and disciplined underwriting standards.

Oceana is a leading Australian alternative investment management firm with expertise in private credit and specialty property equity strategies.

We deliver superior risk-adjusted returns through diligent and robust structures that abide by six core principles. Since inception, Oceana has placed over $2.0 billion of financial products with high net worth and institutional investors.

OUR HISTORY

Since 2012, Oceana has successfully provided unique investment offerings to wholesale and sophisticated investors in Australia, Asia, North America, and Western Europe.

2012

Founded in 2012, Oceana provided private credit and structured equity investment opportunities to family offices in the UK and Australia.

Generated superior returns in the consumer, technology, and real estate sectors. Transactions include private to public market exits, funds management, high-yield loans, debt acquisition, management buyouts, and trade sales across Asia, Europe, and the United States.

2016

2016 formally partnered with the then FC Capital business to launch the Oceana Australian Fixed Income Trust (OAFIT), a unique private debt ABS securitisation program utilising credit enhancement strategies

Oceana’s principals join Board of Directors of FC Capital & Finstro Holdings, and Credit and Investment committees.

OAFIT ends its inaugural year with $70m of FUM.

2017

OAFIT onboards its first institutional investor and creates a listed Note program issued on Austraclear, Euroclear, and Clearstream with ISINs and Common Codes.

Institutional investor interest focused in South-East Asia and Korea. OAFIT creates its zero-coupon bond program resulting in $230m of FUM by calendar year end.

First independent due diligence report mandated by North American banking investor

2018

Finstro Holdings was established and legally separated from FC Capital but co-located to ensure synergies and cross pollination. Finstro is a leading financial technology enabled lender with the systems and architecture to support scalable receivables management.

Sustained institutional investor interest facilitates growth of OAFIT and underlying asset base, $350m FUM milestone achieved.

2019

OAFIT on-boards significant US institutional investor, an endowment fund, providing the catalyst for OAFIT’s strategy to diversify the institutional investor base with a North American focus.

OAFIT’s sustained growth delivers $450m of FUM and its 4th year of audited track record.

OAFIT and its affiliated borrowers support >100 FTE and provide investors access to award-winning proprietary financial technology, architecture & systems, credit enhancement, and market leading risk adjusted returns.

2020

Oceana Funds is conceived following the sustained success of OAFIT, Oceana expands its funds management business to explore related sectors and funds with defined partnerships and structuring opportunities.

OAFIT grows to $600m FUM with an institutional investor base bias.

Return of independent due diligence program with leading accounting and advisory firm, regular reports continue today.

Oceana Property Partners (OPP) concept formalized.

Reprofile of institutional investor base into North America and 5th year of OAFIT audited track record. $500m of FUM.

2021

OAFIT, 6th year of audited track record.

Oceana Property Partners (“OPP”) officially launched.

Exchange and settlement of founder OPP assets, fully subscribed industrial and commercial property syndications.

OAFIT achieves $1.5bn of Note issuance since inception, $800m returned to investors over the same period.

OAFIT restructures appointing independent Trustee & Security Trustee, the Bank of New York Mellon.

OAFIT onboards some of the world’s largest credit funds and asset managers into its capital table.

Oceana Funds launches new website, investor communications, and independent due diligence protocols.

2022

OAFIT, 7th year of audited track record

Oceana Licensee receives its Australian Financial Services License (533233) and Oceana Management is appointed Manager of OAFIT.

OPP launches its own website and gains market presence and footprint.

OAFIT reprofiles Payment Waterfall confirming alignment with subordinated Noteholders.

OAFIT concludes US capital raising with institutional investment across its capital structure, A – C Series and sustained institutional interest. OAFIT FUM surpasses $700m.

OPP concludes its largest equity raise to date, and acquires Sydney mixed-use asset, 15 Orion Road, Lane Cove West NSW. A landmark transaction for OPP.

Oceana Funds opens a London office to expand into the UK non-bank lending market.

2023

OAFIT FUM surpasses $1bn

OAFIT Institutional Investor Reporting Portal launches

Completed inaugural Field Exam / Cash Testing diligence exercise

Inaugural Research Rating by SQM, OAFIT awarded four stars and a “Superior” Rating

Eighth year of audited track record

Created a unitized feeder fund product with independent fiduciary to facilitate OAFIT participation by Australian Wealth Manager market

OAFIT, 8th year of audited track record

Innovation of our reporting protocols with the first ever Master Data Tape (“MDT”) consolidating reporting across 5 technology
platforms via API and machine learning protocols

ESG Focus - Oceana sponsors the Oceana Funds North Bondi Swim Classic in February and a Family Unit at Ronald Macdonald House in Randwick, Sydney

2024

Oceana Funds hosts inaugural Global Investor Day in Sydney

OAFIT, 9th year of audited track record

CORE CAPABILITIES

Differentiated approach and origination platform.

  • Offices and representation in Sydney, Melbourne, London, New York*, Dallas* and Los Angeles.*
  • Deep industry relationships with originators, award-winning technology infrastructure, institutional investor and distribution partners in APAC and North America.
  • Partnership with market leading originators, sponsors, and service providers at the core of all strategies.
  • Strong track record and reputation for product and superior risk adjusted returns.

* US offices via referral partners

Disciplined underwriting standards.

  • 11-year track record in investment management.
  • 7-year track record in private credit and best of breed risk adjusted returns.
  • Underwriting and risk management at the forefront of any product or investment opportunity.
  • Relevant industry experience, structuring, and credit enhancement, key value drives for partnerships.

Diversified private credit and investment platform.

  • OAFIT offers investors access to the full range of private credit in one securitised product.
  • OPP provides property equity participation with debt characteristics of yield and underwriting focus.
  • Further investment opportunities coming soon.
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