BLUE OCEAN PORTFOLIOS, LLC
CRD #151546 SEC #801-77964 SAINT LOUIS, MO 314-997-7400
SEC Registered Disclosures
Total AUM
$124.6M
Discretionary
$124.6M
Employees
3
Clients
0
Accounts
292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $124.6M | $124.6M | $0 | 3 | 300 |
| Jun 2016 | $112.9M | $112.9M | $0 | 2 | 300 |
| Feb 2016 | $106M | $106M | $0 | 2 | 300 |
| Jan 2016 | $103.5M | $103.5M | $0 | 4 | 400 |
| Aug 2015 | $121.2M | $121.2M | $0 | 4 | 400 |
| Jul 2015 | $122.5M | $122.5M | $0 | 4 | 400 |
| Mar 2015 | $121.8M | $121.8M | $0 | 4 | 400 |
| Feb 2015 | $124.3M | $124.3M | $0 | 4 | 400 |
| Nov 2014 | $124.7M | $124.7M | $0 | 4 | 400 |
| Sep 2014 | $125M | $125M | $0 | 4 | 400 |
| Jul 2014 | $127M | $127M | $0 | 4 | 400 |
| May 2014 | $121M | $121M | $0 | 4 | 400 |
| Mar 2014 | $118.2M | $118.2M | $0 | 4 | 400 |
| Nov 2013 | $107.8M | $107.8M | $0 | 6 | 300 |
| Oct 2013 | $107M | $107M | $0 | 6 | 300 |
| Sep 2013 | $107M | $107M | $0 | 6 | 300 |
| Jul 2013 | $104.4M | $104.4M | $0 | 6 | 300 |
| Jun 2013 | $104M | $104M | $0 | 6 | 300 |
| May 2013 | $104.4M | $104.4M | $0 | 6 | 300 |
| May 2013 | $103.6M | $103.6M | $0 | 6 | 300 |
| Apr 2013 | $101.3M | $101.3M | $0 | 6 | 300 |
| Apr 2013 | $100.3M | $100.3M | $0 | 6 | 300 |
| Jun 2012 | $76.8M | $76.8M | $0 | 6 | 300 |
| Jun 2012 | $74.3M | $74.3M | $0 | 6 | 300 |
| May 2012 | $74.3M | $74.3M | $0 | 6 | 300 |
| May 2012 | $74.3M | $74.3M | $0 | 6 | 300 |
| Mar 2012 | $71.2M | $71.2M | $0 | 6 | 300 |
| Mar 2012 | $66M | $66M | $0 | 6 | 200 |
| Jan 2012 | $40M | $40M | $0 | 6 | 200 |
| Nov 2011 | $40M | $40M | $0 | 6 | 200 |
| Aug 2011 | $40M | $40M | $0 | 10 | -- |
| Jun 2011 | $40M | $40M | $0 | 10 | -- |
| Jun 2011 | $40M | $40M | $0 | 10 | -- |
| Apr 2011 | $40M | $40M | $0 | 10 | -- |
| Mar 2011 | $40M | $40M | $0 | 10 | -- |
DateMar 2017
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees3
Clients300
DateJun 2016
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees2
Clients300
DateFeb 2016
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees2
Clients300
DateJan 2016
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees4
Clients400
DateAug 2015
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees4
Clients400
DateJul 2015
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees4
Clients400
DateMar 2015
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees4
Clients400
DateFeb 2015
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees4
Clients400
DateNov 2014
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees4
Clients400
DateSep 2014
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients400
DateJul 2014
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees4
Clients400
DateMay 2014
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees4
Clients400
DateMar 2014
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees4
Clients400
DateNov 2013
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees6
Clients300
DateOct 2013
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees6
Clients300
DateSep 2013
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees6
Clients300
DateJul 2013
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees6
Clients300
DateJun 2013
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients300
DateMay 2013
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees6
Clients300
DateMay 2013
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees6
Clients300
DateApr 2013
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees6
Clients300
DateApr 2013
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees6
Clients300
DateJun 2012
Total AUM$76.8M
Discretionary$76.8M
Non-Disc.$0
Employees6
Clients300
DateJun 2012
Total AUM$74.3M
Discretionary$74.3M
Non-Disc.$0
Employees6
Clients300
DateMay 2012
Total AUM$74.3M
Discretionary$74.3M
Non-Disc.$0
Employees6
Clients300
DateMay 2012
Total AUM$74.3M
Discretionary$74.3M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$71.2M
Discretionary$71.2M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees6
Clients200
DateJan 2012
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees6
Clients200
DateNov 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees6
Clients200
DateAug 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees10
Clients--