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Building 2BLUE OCEAN STRATEGIC CAPITAL, LLC

Map pinSYRACUSE, NY
Phone315-471-2672
NotebookSEC #801-60304
Total AUM
$135.6M
Employees
7
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 W. WASHINGTON ST.
SUITE 220
SYRACUSE
NY 13202
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
315-471-2672
Other Offices
2

ReceiptFinancials

Total AUM
$135.6M
Accounts
676
Discretionary
$133.5M
Accounts
662
Non-Discretionary
$2.1M
Accounts
14

ContactClients

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Individual Clients
276
AUM
$65.1M
HNW Individual Clients
31
AUM
$58.1M
Pension/Profit Sharing Plan Clients
13
AUM
$12M
Corporation or Business Clients
1
AUM
$394.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNY

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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