This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2017
- Office Locations
- 1
Office Locations
About Blue Ocean Investment Partners
Blue Ocean Investment Partners is a London-based investment adviser, authorised by the UK FCA and registered with the SEC. The firm manages discretionary, risk-managed asset-allocation portfolios—often implemented with ETFs—with an ESG/socially responsible tilt. It works with professional clients and eligible counterparties (including opt-up professionals); new accounts generally start at a $250k minimum, with custody via Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Services
Owner & Executives
Robert Edward Holmes
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,710,477 | $405,815 |
| Non-Discretionary | $0 | -- |
| Total | $7,710,477 | $405,815 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,710,477
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $236,555,903 | 47.6% |
| Cash | $260,410,280 | 52.4% |
| Total | $496,966,183 | 100.0% |