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Blue Ocean Strategic Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
Blue Ocean Strategic Advisors provides ongoing portfolio management, financial planning, and pension consulting to individual and institutional clients. The brochure describes Investment Supervisory Services that use client-specific Investment Policy Statements to set goals, tax considerations, and risk tolerance, with the firm typically operating on a discretionary basis to implement and monitor portfolios.
The firm’s investment process combines charting, fundamental, and technical analysis and employs both long- and short-term trading approaches that are tailored to each client’s stated objectives. Clients receive periodic reviews and custodian statements, and the advisor documents risk tolerances and investment policies as the basis for portfolio construction.
Notably, Blue Ocean explicitly offers pension consulting for employer-sponsored plans (including 401(k) plans), a service less common among peers, and bills those engagements on an hourly or negotiated basis. The brochure also references accounting-related activities (the contact email includes “CPA” and supplemental Part 2B is cited for other business activities), suggesting the adviser combines investment advice with accounting-related services and concentrates on high-net-worth individuals and retirement-plan clients rather than mass-market retail investors.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Minimum $2,500 for financial planning services
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.50%
$125 per hour for pension consulting services; $100 to $150 per hour for financial planning services
Main office location
Blue Ocean Strategic Advisors, LLC
Ochoa Building 500 De La Tanca Street, Suite 205
San Juan PR 00901, United States
Number of offices
1
Most active in
Blue Ocean Strategic Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Puerto Rico
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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