BLUE WATER CAPITAL MANAGEMENT, LLC

Overview

Blue Water Capital Management, LLC is an independent registered investment adviser formed as a limited liability company and operating as a capital allocator for individual and family clients. The firm emphasizes discretionary portfolio management and financial planning, offering services that include portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and educational seminars. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. Investment preferences skew toward publicly traded equities — the firm lists equities as its primary preference — delivered largely through separately managed accounts. Blue Water is not positioned as an ESG-focused manager and is not registered as a multi‑state adviser. As a capital allocator, it also places client capital with external alternative managers across private equity, venture capital, hedge funds, private placements and real estate.

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