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BLUE WATER ADVISORS LP

Advisory

N·BOCA RATON, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$928M

1-Year AUM Growth

-43.9%

3-Year CAGR

-7.8%

Employees

14

Assets Under Management

Total AUM$928M

Discretionary AUM$928M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees14

Investment Advisers20

Employee Growth (1Y)+12.5%

Filing History

Total Filings on Record16

First FilingJul 3, 2017

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BLUE WATER ADVISORS LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.