Blue Ocean Ats
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 306512
- Registered since
- October 13, 2020
- Website
- blueocean-tech.io
Firm profile
FINTRXOverview
Blue Ocean Ats is organized as a limited liability company and appears on the SEC roster with an initial registration date in 2020. Ownership is recorded as a combination of a domestic entity and an individual. The dataset classifies the firm as "Unclassified" and does not identify it as a capital allocator or an active ESG investor. Other flags in the record indicate it is not designated as a multi-state adviser and it is not listed as a newly formed adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Robert Virgilio
Chief Compliance OfficerCRD 1464899
Brian Hyndman
President, Chief Operating OfficerCRD 2281837

Edward Wishik
CFO & Director of Human ResourcesCRD 2264777
Contacts
3 of 11Daniel Beaton
FinOpCRD 4240769

Louis Damiano
Vice President, ComplianceCRD 1438680
Jason Brown
Head of SalesCRD 2334010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 515 N Flagler Dr
- Time zone
- ET (UTC-5)
- Office locations
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