Blue Ocean Investment Partners
Blue Ocean Investment Partners is an SEC-registered ria with $7.7M assets under management (AUM, regulatory AUM), -11% over one year. See who owns Blue Ocean Investment Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297769, SEC 801-113749, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $7.7M (2026-03-30)
- Firm type
- Ria
- Employees
- 1
- Clients
- 19
- CRD
- 297769
- Ownership
- Holmes, Robert, Edward
How much AUM does Blue Ocean Investment Partners have?
Blue Ocean Investment Partners reported $7.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Blue Ocean Investment Partners?
Disclosed owners and executives of Blue Ocean Investment Partners include Holmes, Robert, Edward. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.