DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

B••• S•• C•••••• L••

Asset manager (funds and pooled vehicles)West Palm Beach, FloridaCRD 169023SEC 801-78566websiteIAPD
Latest filing Mar 27, 2026
First filing on the tape Sep 6, 2013 · 19 filings
SEC status approved since Oct 1, 2013
RAUM
$1.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
24
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$1.7B as of Mar 27, 2026
Apr 22, 2014$289M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Apr 22, 20140 then
Employees (5.A)24 as of Mar 27, 2026
Apr 22, 201410 then
Private funds6 as of Mar 27, 2026
Apr 22, 20141 then
RAUM +9.4% over the last fiscal year+28% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$275MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+9.4%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$1.7B, 6 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.7B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
6reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$1.7B for 6 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      6 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • D••••• J••••• R• · Managing Partner, Managercontrol
        since 10/2012 · owns 10% to 25%
      • W••••••• R••••••• J• · Managing Partner, Managercontrol
        since 10/2012 · owns 10% to 25%
      • A•••• S••••• G•••••••• · Partner
        since 01/2020 · owns 10% to 25%
      • K••••••••• S••••• R•••••• · Partner
        since 10/2013 · owns 10% to 25%
      • K••••• A•••• P•••• · Chief Compliance Officer
        since 09/2013 · owns 10% to 25%
      Related persons
      Schedule D 7.A
      • B••• S•• C•••••• M••••••••• I• L•
        pooled vehicle sponsorn
      • B••• S•• C•••••• M••••••••• I• L•
        pooled vehicle sponsorn
      • B••• S•• C•••••• M••••••••• I•• L•
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Assets in custody · $1.5B to $1.7B
        Mar 25, 2025 to Mar 27, 2026
      • Discretionary RAUM · $1.5B to $1.7B
        Mar 25, 2025 to Mar 27, 2026
      • Pooled vehicle RAUM · $1.5B to $1.7B
        Mar 25, 2025 to Mar 27, 2026
      • RAUM · $1.5B to $1.7B
        Mar 25, 2025 to Mar 27, 2026
      • Assets in custody · $1.5B to $1.5B
        Nov 25, 2024 to Mar 25, 2025
      • Financial planning clients · unset to
        Nov 25, 2024 to Mar 25, 2025
      • Discretionary RAUM · $1.5B to $1.5B
        Nov 25, 2024 to Mar 25, 2025
      • Pooled vehicle RAUM · $1.5B to $1.5B
        Nov 25, 2024 to Mar 25, 2025
      • RAUM · $1.5B to $1.5B
        Nov 25, 2024 to Mar 25, 2025
      • Accounts · 4 to 6
        Mar 28, 2023 to Mar 27, 2024
      • Pooled vehicle clients · 4 to 6
        Mar 28, 2023 to Mar 27, 2024
      • Assets in custody · $784M to $1.5B
        Mar 28, 2023 to Mar 27, 2024
      • Private funds · 4 to 6
        Mar 28, 2023 to Mar 27, 2024
      • Discretionary RAUM · $784M to $1.5B
        Mar 28, 2023 to Mar 27, 2024
      • Pooled vehicle RAUM · $784M to $1.5B
        Mar 28, 2023 to Mar 27, 2024
      • RAUM · $784M to $1.5B
        Mar 28, 2023 to Mar 27, 2024
      • Advisory employees · 14 to 20
        Mar 28, 2022 to Mar 28, 2023
      • Assets in custody · $859M to $784M
        Mar 28, 2022 to Mar 28, 2023
      • Employees · 17 to 24
        Mar 28, 2022 to Mar 28, 2023
      • Discretionary RAUM · $859M to $784M
        Mar 28, 2022 to Mar 28, 2023
      • Pooled vehicle RAUM · $859M to $784M
        Mar 28, 2022 to Mar 28, 2023
      • RAUM · $859M to $784M
        Mar 28, 2022 to Mar 28, 2023
      • Advisory employees · 12 to 14
        Mar 29, 2021 to Mar 28, 2022
      • Assets in custody · $895M to $859M
        Mar 29, 2021 to Mar 28, 2022
      • Employees · 15 to 17
        Mar 29, 2021 to Mar 28, 2022
      • Discretionary RAUM · $895M to $859M
        Mar 29, 2021 to Mar 28, 2022
      • Pooled vehicle RAUM · $895M to $859M
        Mar 29, 2021 to Mar 28, 2022
      • RAUM · $895M to $859M
        Mar 29, 2021 to Mar 28, 2022
      • Accounts · 2 to 4
        Mar 25, 2020 to Mar 29, 2021
      • Advisory employees · 10 to 12
        Mar 25, 2020 to Mar 29, 2021
      • Pooled vehicle clients · 2 to 4
        Mar 25, 2020 to Mar 29, 2021
      • Assets in custody · $703M to $895M
        Mar 25, 2020 to Mar 29, 2021
      • Employees · 10 to 15
        Mar 25, 2020 to Mar 29, 2021
      • Private funds · 2 to 4
        Mar 25, 2020 to Mar 29, 2021
      • Discretionary RAUM · $703M to $895M
        Mar 25, 2020 to Mar 29, 2021
      • Pooled vehicle RAUM · $703M to $895M
        Mar 25, 2020 to Mar 29, 2021
      • RAUM · $703M to $895M
        Mar 25, 2020 to Mar 29, 2021
      • Advisory employees · 12 to 10
        Mar 27, 2019 to Mar 25, 2020
      • Assets in custody · $386M to $703M
        Mar 27, 2019 to Mar 25, 2020
      • Employees · 12 to 10
        Mar 27, 2019 to Mar 25, 2020
      Signals
      4 dated events
      • B••• S•• C•••••• L•• reported RAUM $1.5B, up 95% from $784.3M (2023-03-28 to 2024-03-27)
        Mar 27, 2024 · RAUM change · derived
      • B••• S•• C•••••• L•• reported RAUM $895.0M, up 27% from $703.3M (2020-03-25 to 2021-03-29)
        Mar 29, 2021 · RAUM change · derived
      • B••• S•• C•••••• L•• reported RAUM $703.3M, up 82% from $385.9M (2019-03-27 to 2020-03-25)
        Mar 25, 2020 · RAUM change · derived
      • B••• S•• C•••••• L•• filed its initial SEC registration (Form ADV)
        Sep 6, 2013 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/blue-sea-capital-llcreportedpublic record, Form ADV, Sep 18, 2026
      Website
      H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      561-655-8400reportedpublic record, Form ADV, Mar 27, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026