Blue Water Advisors Lp
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Overview
Blue Water Advisors Lp operates as a financial advisor firm based in Boca Raton, Florida. Blue Water Advisors Lp handles $1.3 billion in total assets over four customer accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). Blue Water Advisors Lp has a small group, including 8 financial advisors. Blue Water Advisors Lp does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as options, bonds and stocks.
Blue Water Advisors Lp manages all of the company's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions for the client's account without requiring the client's authorization. Blue Water Advisors Lp oversees roughly $332.4 million for every account. The average advisor at Blue Water Advisors Lp manages fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Blue Water Advisors Lp's main office is at 1 North Federal Highway, Boca Raton, Florida 33432-3930. Blue Water Advisors Lp is legally registered to provide services to investors across a number of states, including Florida and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Blue Water Advisors Lp by the Numbers
$1.3 billion
16
4
$332.4 million
Fee Structure
Financial management fees typically are based on which services are provided. However, fee types billed by the firm can be comprised of some blend of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to pooled investment vehicles. Out of its four accounts, Blue Water Advisors Lp's biggest client type by number of accounts is pooled investment vehicles. None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Blue Water Advisors Lp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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