BLUE OCEAN CAPITAL, LLC
Firm details
- Headquarters
- FRANKLIN, Tennessee
- CRD number
- 307453
- Registered since
- February 28, 2025
- Website
- www.blueocm.com
Firm profile
FINTRXOverview
Blue Ocean Capital, LLC is an SEC-registered investment adviser formed as a limited liability company and owned by an individual. The firm’s regulatory profile shows registration in 2025 and a classification that is not publicly categorized, but its activities point toward managing private pooled vehicles rather than acting as a traditional retail RIA. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator. Activity appears centered on operating private hedge funds rather than offering broad-based advisory relationships to individual retail clients. Given the absence of reported advisory clients, the firm’s primary role is fund management and investor servicing for those pooled vehicles rather than running wrap or advisory account programs for outside clients.
Assets & Accounts
Investments & Alternatives
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
Contacts
1 of 1MICHAEL SMORCH
Managing MemberCRD 1914066
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FRANKLIN, TN
WILLIAMSON
Location
FRANKLIN, TN
Headquartered in FRANKLIN, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- WILLIAMSON
- Address
- 725 Cool Springs Blvd
- Time zone
- CT (UTC-6)
- Office locations
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