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Building 2BLUE WATER CAPITAL MANAGEMENT, LLC

Map pinAPEX, NC
Phone919-589-2528
NotebookSEC #801-130294
Total AUM
$159.8M
Employees
2
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
315 S. SALEM STREET
#422
APEX
NC 27502
United States
Operating Hours
8AM - 5PM (PST)
Monday - Friday
Phone
919-589-2528

ReceiptFinancials

Total AUM
$159.8M
Accounts
385
Discretionary
$159.8M
Accounts
385
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$22.1M
HNW Individual Clients
58
AUM
$136.1M
Charitable Organization Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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