Blue Water Capital Management, LLC

Overview

Blue Water Capital Management, LLC is an independent, individually owned registered investment adviser that positions itself as a capital allocator for private clients. The firm serves individuals and families and provides financial planning, portfolio management for both individuals/small businesses and for businesses or institutions, plus selection of outside advisers and educational seminars. Its compensation mix includes asset-based fees alongside hourly and fixed-fee arrangements, allowing flexibility for planning and consulting engagements. The firm is not an ESG investor and it does not identify as a multi-state adviser. It is registered with the SEC in 2024 and operates as a limited liability company. As a capital allocator, Blue Water places client capital with external managers in addition to managing public market portfolios directly.

Assets & Accounts

Public Holdings

Investments & Alternatives