


Blue Ocean Capital
Investment Management • 501 South Flagler Drive, Ste 220, United States • 11-20 Employees
Company overview
| Headquarters | 501 South Flagler Drive, Ste 220, West Palm Beach, Florida 33401, US |
| Website | |
| NAICS | 5231 |
| Keywords | Wealth Management, Taxation, Financial Planning, Investment Management, Tax & Estate Planning, Multi-Family Office |
| Founded | 1997 |
| Employees | 11-20 |
Key Contact at Blue Ocean Capital
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.
| Format | Example | Percentage |
|---|---|---|
{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.
Blue Ocean Capital revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
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
4.8
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