|
⚲
|
| Blue Water Capital Management LLC
✚
| |
|---|---|
| CRD # | 127193 |
| SEC # | 801-130294 |
| CIK # | |
| AUM | $128.0 MM (2024-06-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 919-589-2528 |
| Address | 315 S Salem Street Apex, NC 27502 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 19.3 |
| (b) Individuals (high net worth individuals) | 60 | 107.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 387 | 128.0 |
| By Discretionary | ||
| Discretionary | 372 | 125.9 |
| Non-Discretionary | 15 | 2.1 |
| Total | 387 | 128.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.0 | |
| Total | 387 | 128.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Retirement Resources LLC
✚
|
MI | 0.1 |
|
St Bernard Financial Services Inc
✚
|
AR | 0.1 |
|
Teton Wealth Group LLC
✚
|
UT | 0.1 |
|
Meliora Capital LLC
✚
|
OK | 0.1 |
|
City Center Advisors LLC
✚
|
MI | 0.1 |
|
APS Management Group Inc
✚
|
CA | 0.1 |
|
The Wealth Advisory Team LLC
✚
|
KY | 0.1 |
|
TM Wealth Management LLC
✚
|
VA | 0.1 |
|
Spectrum Advisors Inc
✚
|
TX | 0.1 |
|
Mosley Wealth Management Inc
✚
|
CA | 0.1 |