Data / Investment advisers / Florida / Blue Ocean Capital
Blue Ocean Capital, West Palm Beach, FL: $619 million AUM, SEC registered investment adviser
Blue Ocean Capital is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $619 million in regulatory assets under management in its Form ADV filed February 17, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 107833
- SEC file number
- 801-57664
- SEC status
- Approved, effective June 22, 2000
- Legal name
- CPA Asset Management Group, LLC
- Main office
- 501 South Flagler Drive Suite 220, West Palm Beach, FL 33401
- Phone
- (561) 659-3301
- Regulatory AUM
- $619,157,530 in the Form ADV filed February 17, 2026
- Discretionary AUM
- $619,157,530
- Accounts
- 491
- Employees
- 11, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 84 | $526.6 million |
| Corporations or other businesses | 11 | $61.5 million |
| Individuals (other than high net worth individuals) | 64 | $23.5 million |
| Charitable organizations | 9 | $7.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $619.2 million | February 17, 2026 |
| December 1, 2025 | $517.3 million | October 30, 2025 |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Comvest Credit Managers, LLC | West Palm Beach | $956.8 million | 2 | adviserinfo.sec.gov |
| Harbor Advisors | West Palm Beach | $851.7 million | Not listed | adviserinfo.sec.gov |
| Aua Private Equity Partners, LLC | West Palm Beach | $841.8 million | 13 | adviserinfo.sec.gov |
| Tremblant Capital Group | West Palm Beach | $744.6 million | 2 | adviserinfo.sec.gov |
| Highpost Capital, LLC | West Palm Beach | $657.2 million | 18 | adviserinfo.sec.gov |
| Paulson Wealth Management Inc. | West Palm Beach | $558.9 million | Not listed | adviserinfo.sec.gov |
| Affiliated Private Investors LLC | West Palm Beach | $533.7 million | 5 | adviserinfo.sec.gov |
| Priority Senior Secured Income Management, LLC | West Palm Beach | $479.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Blue Ocean Capital on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.