Company Performance Metrics
- Alex Urdea: Co-Founder & Managing PartnerPast Role: Upper90, Managing Partner and CIO
- Jonathan Kalikow: Partner
Deep Ocean Partners provides asset management and investment advisory services tailored to institutional and private investors. The firm focuses on public and potentially alternative markets, applying fundamental and quantitative research to construct diversified portfolios. Services include portfolio strategy design, security selection, and
ongoing risk monitoring aligned with client objectives. Deep Ocean Partners also offers consulting support on capital allocation and investment policy, helping clients interpret macroeconomic trends and market dynamics. The company emphasizes disciplined research processes, data-driven decision making, and structured risk controls to pursue risk-adjusted returns. Client engagements typically involve customized mandates, reporting, and periodic reviews of performance versus benchmarks and stated goals.