BLUE WATER ADVISORS LP

RIASEC RegisteredEst. 2017
Total AUM
$928M
Discretionary
$928M
100% of AUM
Avg account
$186M
Accounts
5
Employees
20
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DIEGO AYALA

    Chief Financial Officer & PartnerCRD 6827518

Contacts

2 of 2
  • BENJAMIN GRISWOLD

    Managing PartnerCRD 5065987

  • KEVIN LORIA

    Financial Advisor and Registered RepresentativeCRD 2534732

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth