PPrivate Fund Data Log in Join · $37/mo

Blue Water Capital Management, LLC

● SEC registered since 2024CRD 127193SEC# 801-130294Apex, NC
Export (members)
Reg. AUM
$140.6M
Employees
3
Accounts
389
Location
Apex, NC

Blue Water Capital Management, LLC assets under management

Blue Water Capital Management, LLC is an investment advisory firm registered with the SEC based in Apex, NC. The firm has been registered since 2024. It reports $140.6 million in regulatory assets under management and employs 3 people.
www.bluewaterportfolios.comView on SEC.gov ↗

Blue Water Capital Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Terrance Anthony Green ControlManaging Director And CcoOver 75%2003

Frequently asked questions

How much does Blue Water Capital Management, LLC manage?

Blue Water Capital Management, LLC reports $140.6 million in regulatory assets under management on its Form ADV.

How many employees does Blue Water Capital Management, LLC have?

Blue Water Capital Management, LLC reports 3 employees.

Where is Blue Water Capital Management, LLC located?

Blue Water Capital Management, LLC is based in Apex, NC and has been SEC-registered since 2024.

Does Blue Water Capital Management, LLC disclose fund performance?

Blue Water Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address315 S. Salem Street, #422, Apex, NC 27502
Phone919-589-2528
Office hours8a.m. - 5p.m. (Pst)
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140.1M
Non-discretionary$520K
Total (RAUM)$140.6M