The BLUE WATER ADVISORS is a privately held investment adviser that advises $927.9mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. BLUE WATER ADVISORS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 4.67% over the last 5-years.
The Group has been registered with the SEC for 9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1 NORTH FEDERAL HIGHWAY SUITE 300, BOCA RATON, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 20 employees comprised of 14 investment and 6 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $927.9mn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $927.9mn or 100% of Total Assets.
The Group's top investment strategies include Traditional LBO and Real Estate, representing 94.31% and 5.69% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 5 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $292.87mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BLUE WATER ADVISORS names 1 sub-adviser J.P. MORGAN PRIVATE WEALTH ADVISORS LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.