{
  "crd_number": 297769,
  "slug": "blue-ocean-investment-partners-297769",
  "primary_business_name": "BLUE OCEAN INVESTMENT PARTNERS",
  "legal_name": "BLUE OCEAN INVESTMENT PARTNERS LIMITED",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-10-08",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 7710477.0,
  "raum_discretionary": 7710477.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 688469.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 7022008.0,
      "count": 14
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://blueoip.com",
    "https://linkedin.com/COMPANY/BLUEOIP"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297769",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/blue-ocean-investment-partners-297769",
  "display_name": "Blue Ocean Investment Partners",
  "summary": "Blue Ocean Investment Partners is an SEC-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Blue Ocean Investment Partners (CRD 297769): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Blue Ocean Investment Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Blue Ocean Investment Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Blue Ocean Investment Partners registered with the SEC or a state?",
      "a": "Blue Ocean Investment Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 297769."
    },
    {
      "q": "How much does Blue Ocean Investment Partners manage?",
      "a": "Blue Ocean Investment Partners reports $7,710,477 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Blue Ocean Investment Partners' assets and staff changed since 2022?",
      "a": "In the Form ADV data for Blue Ocean Investment Partners: Regulatory assets under management: $9,636,783 in the October 2022 data and $7,710,477 in the October 2026 data, down 20%. Total employees: 3 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Blue Ocean Investment Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (5)."
    },
    {
      "q": "Which custodians does Blue Ocean Investment Partners use?",
      "a": "Blue Ocean Investment Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Blue Ocean Investment Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297769"
    },
    {
      "q": "What changed in Blue Ocean Investment Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $8,688,777 to $7,710,477 (-11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 9636783.0,
      "total_employees": 3,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6268203.0,
      "total_employees": 1,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7812410.0,
      "total_employees": 1,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 8688777.0,
      "total_employees": 1,
      "filing_date": "2025-02-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7710477.0,
      "total_employees": 1,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $8,688,777 to $7,710,477 (-11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/blue-ocean-investment-partners-297769.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 688469.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 7022008.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297769",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}