# Blue Ocean Investment Partners

> 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.

- CRD: 297769
- Filed as: BLUE OCEAN INVESTMENT PARTNERS
- Legal name: Blue Ocean Investment Partners Limited
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297769
- AdvisorCensus page: https://advisorcensus.com/firm/blue-ocean-investment-partners-297769

## Quick answers

**How is Blue Ocean Investment Partners compensated?**
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.

**Is Blue Ocean Investment Partners registered with the SEC or a state?**
Blue Ocean Investment Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 297769.

**How much does Blue Ocean Investment Partners manage?**
Blue Ocean Investment Partners reports $7,710,477 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Blue Ocean Investment Partners' assets and staff changed since 2022?**
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.

**What types of clients does Blue Ocean Investment Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (5).

**Which custodians does Blue Ocean Investment Partners use?**
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.

**Does Blue Ocean Investment Partners report any disciplinary disclosures?**
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

**What changed in Blue Ocean Investment Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $8,688,777 to $7,710,477 (-11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $7,710,477
- Discretionary: $7,710,477
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $688,469 |
| High net worth individuals | 14 | $7,022,008 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueoip.com
- LinkedIn @BLUEOIP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $9,636,783 | 3 | March 17, 2022 |
| October 2023 | $6,268,203 | 1 | October 2, 2023 |
| October 2024 | $7,812,410 | 1 | March 28, 2024 |
| October 2025 | $8,688,777 | 1 | February 4, 2025 |
| October 2026 | $7,710,477 | 1 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $8,688,777 to $7,710,477 (-11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Ocean Investment Partners (CRD 297769): Form ADV filing data as of October 2026.