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BLUE WATER CAPITAL MANAGEMENT, LLC

SYRACUSE, NY · CRD 143414 · IAPD ↗ · 315-438-8690

$150.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — BLUE WATER CAPITAL MANAGEMENT, LLC (SYRACUSE, NY) left the SEC roster (was $150.2M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.