BLUE WATER ADVISORS LP
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 288923
- Registered since
- August 3, 2017
- Website
- bwalp.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Blue Water Advisors LP is a limited partnership that manages pooled investment vehicles with a clear private markets orientation. Registered with the SEC in 2017, the firm serves institutional clients and typically acts as sponsor, general partner and managing member of its funds rather than functioning as a pure capital allocator. Its advisory activity is concentrated on portfolio management for pooled investment vehicles, and its fee mix includes percentage-of-AUM charges, fixed fees and performance-based components that align manager incentives with investor outcomes. The firm reports being an active ESG investor, which suggests ESG factors are incorporated into manager selection and investment oversight across its private funds. Investment activity centers on private equity but extends into other hard-asset and commodity-linked strategies. Blue Water runs its own funds while also allocating to third-party alternative managers when appropriate, favoring structures that give it discretionary control over fund-level decisions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DIEGO AYALA
Chief Financial Officer & PartnerCRD 6827518
Contacts
2 of 2BENJAMIN GRISWOLD
Managing PartnerCRD 5065987
KEVIN LORIA
Financial Advisor and Registered RepresentativeCRD 2534732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 1 N Federal Hwy
- Time zone
- ET (UTC-5)
- Office locations
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