WEST PALM BEACH, FLCRD 107833Latest ADV February 17, 2026
Blue Ocean Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated February 17, 2026, reports $619M in regulatory assets under management, 11 employee, and 491 accounts.
Assets Under Management
$619M
Employees
11
Offices
--
Total Clients
168
Primary office
WEST PALM BEACH, FL
501 SOUTH FLAGLER DRIVE, SUITE 220, WEST PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
84
2
Individuals
38.1%
64
3
Corporations
6.5%
11
4
Charitable
5.4%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$619Mas of February 17, 2026
Discretionary100.0%
$619M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$619M
Total Accounts491
10Y AUM Change+$196M (+46.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee15:1
10Y Employee Change+6 (+120.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.