# Blue Ocean Strategic Advisors, LLC

> Blue Ocean Strategic Advisors, LLC is a state-registered investment advisory firm in San Juan, PR, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated January 2, 2019.

- CRD: 165146
- Filed as: BLUE OCEAN STRATEGIC ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Juan, PR
- Filing period: October 2026
- Form ADV filing dated: January 2, 2019
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165146
- AdvisorCensus page: https://advisorcensus.com/firm/blue-ocean-strategic-advisors-llc-san-juan-pr-165146

## Quick answers

**How is Blue Ocean Strategic Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Ocean Strategic Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blue Ocean Strategic Advisors, LLC located?**
Blue Ocean Strategic Advisors, LLC's principal office is in San Juan, PR, according to its Form ADV.

**Is Blue Ocean Strategic Advisors, LLC registered with the SEC or a state?**
Blue Ocean Strategic Advisors, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165146.

**Does Blue Ocean Strategic Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165146

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Ocean Strategic Advisors, LLC (CRD 165146): Form ADV filing data as of October 2026.