BLUE OCEAN STRATEGIC CAPITAL, LLC
CRD #112777 SEC #801-60304 SYRACUSE, NY 315-471-2672
SEC Registered
Total AUM
$135.6M
Discretionary
$133.5M
Employees
7
Clients
26
Accounts
676
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $135.6M | $133.5M | $2.1M | 7 | 18 |
| Nov 2018 | $152.2M | $149.2M | $3M | 7 | 17 |
| Feb 2018 | $152.2M | $149.2M | $3M | 7 | 17 |
| Feb 2017 | $149M | $143.8M | $5.2M | 6 | 375 |
| Feb 2016 | $171.4M | $167.4M | $3.9M | 6 | 400 |
| Mar 2015 | $209.3M | $204.5M | $4.8M | 7 | 422 |
| Feb 2015 | $200.8M | $196.7M | $4M | 7 | 400 |
| Apr 2014 | $200.8M | $196.7M | $4M | 8 | 400 |
| Mar 2014 | $200.8M | $196.7M | $4M | 8 | 400 |
| Jan 2014 | $259.3M | $195M | $64.3M | 8 | 500 |
| May 2013 | $259.3M | $195M | $64.3M | 11 | 500 |
| Apr 2013 | $259.3M | $195M | $64.3M | 11 | 500 |
| Mar 2013 | $259.3M | $195M | $64.3M | 11 | 500 |
| Feb 2012 | $136.6M | $113M | $23.6M | 6 | 225 |
| Mar 2011 | $129.9M | $109.6M | $20.3M | 10 | -- |
| Mar 2008 | $107.5M | $92.6M | $14.9M | 10 | -- |
| Mar 2007 | $97.1M | $97.1M | $0 | 5 | -- |
| Mar 2006 | $90.3M | $88M | $2.3M | 10 | -- |
| Mar 2004 | $76.9M | $73M | $3.9M | 10 | -- |
| Apr 2002 | $56.7M | $45.3M | $11.4M | 10 | -- |
| May 2001 | $46.7M | $24.3M | $22.4M | 51 | -- |
DateMar 2019
Total AUM$135.6M
Discretionary$133.5M
Non-Disc.$2.1M
Employees7
Clients18
DateNov 2018
Total AUM$152.2M
Discretionary$149.2M
Non-Disc.$3M
Employees7
Clients17
DateFeb 2018
Total AUM$152.2M
Discretionary$149.2M
Non-Disc.$3M
Employees7
Clients17
DateFeb 2017
Total AUM$149M
Discretionary$143.8M
Non-Disc.$5.2M
Employees6
Clients375
DateFeb 2016
Total AUM$171.4M
Discretionary$167.4M
Non-Disc.$3.9M
Employees6
Clients400
DateMar 2015
Total AUM$209.3M
Discretionary$204.5M
Non-Disc.$4.8M
Employees7
Clients422
DateFeb 2015
Total AUM$200.8M
Discretionary$196.7M
Non-Disc.$4M
Employees7
Clients400
DateApr 2014
Total AUM$200.8M
Discretionary$196.7M
Non-Disc.$4M
Employees8
Clients400
DateMar 2014
Total AUM$200.8M
Discretionary$196.7M
Non-Disc.$4M
Employees8
Clients400
DateJan 2014
Total AUM$259.3M
Discretionary$195M
Non-Disc.$64.3M
Employees8
Clients500
DateMay 2013
Total AUM$259.3M
Discretionary$195M
Non-Disc.$64.3M
Employees11
Clients500
DateApr 2013
Total AUM$259.3M
Discretionary$195M
Non-Disc.$64.3M
Employees11
Clients500
DateMar 2013
Total AUM$259.3M
Discretionary$195M
Non-Disc.$64.3M
Employees11
Clients500
DateFeb 2012
Total AUM$136.6M
Discretionary$113M
Non-Disc.$23.6M
Employees6
Clients225
DateMar 2011
Total AUM$129.9M
Discretionary$109.6M
Non-Disc.$20.3M
Employees10
Clients--
DateMar 2008
Total AUM$107.5M
Discretionary$92.6M
Non-Disc.$14.9M
Employees10
Clients--
DateMar 2007
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$90.3M
Discretionary$88M
Non-Disc.$2.3M
Employees10
Clients--
DateMar 2004
Total AUM$76.9M
Discretionary$73M
Non-Disc.$3.9M
Employees10
Clients--
DateApr 2002
Total AUM$56.7M
Discretionary$45.3M
Non-Disc.$11.4M
Employees10
Clients--
DateMay 2001
Total AUM$46.7M
Discretionary$24.3M
Non-Disc.$22.4M
Employees51
Clients--