Blue Water Capital Management, LLC
● SEC registered since 2024CRD 127193SEC# 801-130294Apex, NC
Reg. AUM
$159.8M
Employees
2
Accounts
385
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 $159.8 million in regulatory assets under management and employs 2 people.
Blue Water Capital Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Terrance Anthony Green Control | Managing Director And Cco | Over 75% | 2003 |
Frequently asked questions
How much does Blue Water Capital Management, LLC manage?
Blue Water Capital Management, LLC reports $159.8 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 2 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
| Address | 315 S. Salem Street, #422, Apex, NC 27502 |
| Phone | 919-589-2528 |
| Office hours | 8a.m. - 5p.m. (Pst) |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$159.8M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$159.8Mregulatory AUM
Discretionary $159.8M