RIA Intelligence

BLUE WATER CAPITAL MANAGEMENT, LLC

CRD #127193 SEC #801-130294 APEX, NC 919-589-2528
SEC Registered
Total AUM
$140.6M
Discretionary
$140.1M
Employees
3
Clients
26
Accounts
389

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 2, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GREEN, TERRANCE, ANTHONYIMANAGING DIRECTOR AND CCOE Control
GREEN, TERRANCE, ANTHONYIMANAGING DIRECTOR AND CCOE Control
GREEN, TERRANCE, ANTHONYIMANAGING DIRECTOR AND CCOE Control
GREEN, TERRANCE, ANTHONYIMANAGING DIRECTOR AND CCOE Control
GREEN, TERRANCE, ANTHONYIMANAGING DIRECTOR AND CCOE Control
GREEN, TERRANCE, ANTHONYIMANAGING DIRECTOR AND CCOE Control

Registrations

Federal

IA
May 2, 2025 REGISTERED

Notice Filings (3)

CA NC TX

Address

315 S. SALEM STREET
#422
APEX, NC 27502
United States
Phone: 919-589-2528