BLUE OCEAN CAPITAL

Overview

Blue Ocean Capital is an independent, SEC-registered RIA organized as an LLC and operating since 2000. The business is owned by an individual and serves both individual & family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers; the firm also identifies itself as a capital allocator, arranging allocations to third-party managers. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Blue Ocean Capital does not identify as an active ESG investor. The firm lists accounting among its business activities, which suggests either an in-house accounting capability or a close linkage with accounting professionals. Blue Ocean Capital is not positioned as a multi-state or pension consultant adviser and does not report related-adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives