BLUE SEA CAPITAL LLC

RIASEC RegisteredEst. 2013
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$275M
Accounts
6
Employees
24
Advisory reps
5

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
169023
Registered since
October 1, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Sea Capital LLC is a private equity manager that advises and sponsors pooled investment vehicles for institutional clients. Registered as an LLC and active since 2013, the firm serves a small number of large institutional limited partners and operates primarily as an adviser and general partner rather than a retail wealth manager. Its business model centers on running private equity funds where it often occupies sponsor, GP and managing-member roles, and charging a mix of percentage-of-AUM fees alongside performance-based compensation. The firm identifies itself as an active ESG investor, which suggests ESG considerations are integrated into manager selection, portfolio construction or ongoing asset management. Blue Sea Capital’s mandate is concentrated: it provides portfolio management for pooled investment vehicles and allocates capital into private equity strategies, either through funds it advises or via third-party private equity managers. The combination of sponsorship and advisory roles indicates the firm participates in both fund formation and ongoing governance of the funds it manages.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ADAM KLEIN

    Chief Financial OfficerCRD 6014071

Contacts

3 of 4
  • RICHARD WANDOFF

    Managing PartnerCRD 6245401

  • SCOTT AMES

    PartnerCRD 5544946

  • SCOTT KIRKENDALL

    Financial AdvisorCRD 4249391

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
222 Lakeview Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth