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 is registered with the SEC as an investment adviser since 2020. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the source data and is not identified as a capital allocator or an active ESG investor. It is also not designated as a multi-state adviser, a pension consultant, or a related adviser. Publicly available FINTRX fields provide limited detail about the firm’s business model, client mix, fee schedules, or specific advisory activities, so there is little granularity on how Blue Ocean Ats positions its services or investment process.
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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