Overview
Assets Under Management: $152 million
Headquarters: SYRACUSE, NY
High-Net-Worth Clients: 34
Average Client Assets: $2.0 million
Frequently Asked Questions
BLUE OCEAN STRATEGIC CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112777), BLUE OCEAN STRATEGIC CAPITAL, LLC is subject to fiduciary duty under federal law.
BLUE OCEAN STRATEGIC CAPITAL, LLC is headquartered in SYRACUSE, NY.
BLUE OCEAN STRATEGIC CAPITAL, LLC serves 34 high-net-worth clients according to their SEC filing dated February 28, 2018. View client details ↓
According to their SEC Form ADV, BLUE OCEAN STRATEGIC CAPITAL, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BLUE OCEAN STRATEGIC CAPITAL, LLC manages $152 million in client assets according to their SEC filing dated February 28, 2018.
According to their SEC Form ADV, BLUE OCEAN STRATEGIC CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.52%
Average Client Assets: $2.0 million
Total Client Accounts: 693
Discretionary Accounts: 670
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 112777
Filing ID: 1165848
Last Filing Date: 2018-02-28 09:33:00