Investment adviser · CRD 151546

BLUE OCEAN PORTFOLIOS, LLC

Investment adviser filing (IA)

SAINT LOUIS, MO, United States · Form ADV filed Mar 31, 2017

Regulatory AUM
$125M
Form ADV · Item 5.F
Client accounts
292
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets

Principal office

1588 SOUTH LINDBERGH, SUITE 205
SAINT LOUIS, MO, 63131-3513, United States

CRD 151546

Filing source

Form ADV 1091694 · Mar 31, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.