BLUE OCEAN INVESTMENT PARTNERS
BLUE OCEAN INVESTMENT PARTNERS LIMITED Legal Name
Adviser information for BLUE OCEAN INVESTMENT PARTNERS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 26 | $7.8M |
| Non-Discretionary | 0 | $0 |
| Total | 26 | $7.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 7 | $670,887 |
| HNW Individuals | 15 | $7.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 26 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 7.8M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| BLUE OCEAN INVESTMENT PARTNERS LIMITED | BLUE OCEAN INVESTMENT PARTNERS |
Identifiers
| SEC RIA File Number | 801-113749 |
|---|---|
| SEC ERA File Number | 801-113749 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297769 |
| Legal Entity Identifier | 25490020916WUFNRMD72 |
Principal Office
9 STEEDMAN STREETSUITE 1002
LONDON, ENGLAND
United Kingdom
Monday - Friday, 0900-1800 GMT
Tel: +44-7500-100055, Fax: None
Chief Compliance Officer
ROBERT E HOLMES JR
FOUNDER
SUITE 1002
9 STEEDMAN STREET
LONDON
United Kingdom
Tel:
+447500100055
T**@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Holmes, Robert, Edward | Individual | – | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 12/2017 | > 75% |