Form D · Hedge Fund

Blue Ocean Fund II, LP

Grand Rapids, MI · CIK 0001765265

Offering snapshot reported Jan 23, 2020 · SEC filing

Reported sold
$5M
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 1, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 5
  • Minimum accepted$200,000 → $0

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 23, 2020Amendment$5,000,000No comparison5SEC filing
Jan 23, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-331176

Source: Form D, filed Jan 23, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BLUE OCEAN FUND II, LP

Investment adviser: BLUE OCEAN CAPITAL, LLC

Gross asset value
$5M
Beneficial owners
9
ADV minimum commitment
$0

Reported in Form ADV on Mar 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TRIDENT FUND SERVICES, INC. ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SANDLER & COMPANY, P.C. NEEDHAM, Massachusetts, United States
Custodian FROST BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SANDLER & COMPANY, P.C.
PCAOB 3709

FROST BANK
LEI G5AHTAP80NWA3Q8RDC78

Filing source

Form ADV 2074784 · Mar 18, 2026 · Schedule D 7.B.(1), fund 805-9658045151

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Michael Smorch Executive
Lindsey Smorch Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
250 Monroe Avenue Nw Suite 400
Grand Rapids, MI, 49503