Blue Ocean Investment Partners

Overview

Blue Ocean Investment Partners is a small, fee-based investment adviser focused on direct equity management for individuals, families and small institutions. Registered in 2021 and owned by an individual, the firm runs a concentrated, equity-first approach with an explicit tilt toward exchange-traded holdings. Its advisory services span discretionary portfolio management for individuals and small businesses as well as for business or institutional clients. The firm reports being an active ESG investor and incorporates ESG considerations into its selection process and portfolio construction. Fees combine a percentage of assets under management with performance-based fee arrangements, which suggests a willingness to structure incentive-aligned mandates for clients seeking outperformance or specialized strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices