Blue Ocean Capital
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 107833
- Registered since
- June 22, 2000
- Website
- www.blueoceancpa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.05%
- Corporations / Businesses9.94%
- Individuals3.79%
- Charitable Organizations1.22%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Blue Ocean Capital is an independent, SEC-registered investment adviser (registered in 2000) organized as an LLC and operated by individual ownership. The firm serves both high-net-worth individuals and institutional clients and describes itself as a capital allocator that selects third-party managers in addition to providing direct portfolio management and financial planning. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm also lists accounting among its business activities and says it provides portfolio management for individuals and small businesses and the selection of other advisers. Blue Ocean Capital does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities12%
- Private Funds5%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$305M in ETFs
42%
$127M
56%
$178M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD) | Dimensional | Active | Short Term Bond | $56.4M | 1,213,275 | 18.50% |
Location
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
- 501 S Flagler Dr
- Time zone
- ET (UTC-5)
- Office locations
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