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Blue Ocean Capital

Blue Ocean Capital

Investment ManagementFlag of US501 South Flagler Drive, Ste 220, United States11-20 Employees

Company overview

Headquarters501 South Flagler Drive, Ste 220, West Palm Beach, Florida 33401, US
Website
NAICS5231
Keywords
Wealth Management, Taxation, Financial Planning, Investment Management, Tax & Estate Planning, Multi-Family Office
Founded1997
Employees11-20

Key Contact at Blue Ocean Capital

Flag of US

James Johnson

Senior Client Advisor/Director Of Operations

Blue Ocean Capital Email Formats

Blue Ocean Capital uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
42.1%
{first name}@company.com
john@company.com
25.3%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
14.8%
{first name}{last name}@company.com
johndoe@company.com
10.2%
{last name}@company.com
doe@company.com
7.6%

About Blue Ocean Capital

Blue Ocean Capital is an independent, fee-only, Wealth Management practice located in West Palm Beach, Florida, specializing in Investment Management, Multi-Family Office Administration, Financial Planning, Tax and Estate Planning. Our team consists of a tenured group of CPA's, Certified Financial Planners and investment professionals who collectively serve a select group of high net worth families and their affiliated businesses. Founded in 1997 out of a traditional CPA firm practice, Blue Ocean Capital has grown into a full service, wealth management and multi-family office boutique with both discretionary management responsibility for client investment assets, and indirectly, administration responsibility for those client assets administered through the family offices we serve.

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Blue Ocean Capital revenue & valuation

Annual revenue$1,539,990
Revenue per employee$86,000
Estimated valuation?$5,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
Director

Employees by Department

Blue Ocean Capital has 8 employees across 3 departments.

Departments

Number of employees

Funding Data

Blue Ocean Capital has never raised funding before.

Frequently asked questions

Blue Ocean Capital is located in 501 South Flagler Drive, Ste 220, US.
Blue Ocean Capital was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.
Blue Ocean Capital has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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