Blue Ocean Capital
Blue Ocean Capital is an independent, fee-only, Wealth Management practice located in West Palm Beach, Florida, specializing in Investment Management, Multi-Family Office Administration, Financial Planning, Tax and Estate Planning. Our team consists of a tenured group of CPA's, Certified Financial Planners and investment professionals who collectively serve a select group of high net worth families and their affiliated businesses. Founded in 1997 out of a traditional CPA firm practice, Blue Ocean Capital has grown into a full service, wealth management and multi-family office boutique with both discretionary management responsibility for client investment assets, and indirectly, administration responsibility for those client assets administered through the family offices we serve.
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Verified contacts
13
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
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Top roles at Blue Ocean Capital
8 distinct titles indexed · top 8 shown.
- 3principal
- 2administrative assistant
- 2associate
- 2client advisor
- 1controller
- 1senior client advisor director of operations
- 1supervisor
- 1tax supervisor
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