Blue Ocean Investment Partners Limited (London, England)

Name: Blue Ocean Investment Partners Limited
Address: 9 Steedman Street, London, England, Se17 3 Ba
Telephone: +44-7500-100055

Blue Ocean Investment Partners Limited is an adviser based in London, England. It manages $1.49 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018.

Blue Ocean Investment Partners Limited provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blue Ocean Investment Partners Limited: assets under management

The assets under management (AUM) of Blue Ocean Investment Partners Limited is $1.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $742.5 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 84% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 16% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blue Ocean Investment Partners Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Blue Ocean Investment Partners Limited

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Edward Holmes	Managing director	1 Dec 2017	75% - 100%	6977158

Based in London, England

The principal office where Blue Ocean Investment Partners Limited performs its advisory services is located at 9 Steedman Street, London, England, Se17 3 Ba, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44-7500-100055. The normal business hours are 0900-1800 gmt on Monday - Friday. You can find more information about the New York firm at blueoip.com.