SourcingSourcing

BLUE WATER ADVISORS LP

C39
CRD 288923·SEC 801-110969·BOCA RATON, FL
AUM
$927.9M
$500M-$1B
Est. Revenue
$9.3M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUE WATER ADVISORS LP
CRD
288923
SEC file #
801-110969
EIN
—
DBA names
—

Economics

AUM
$927.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$900.2M → $927.9M▲ +3%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
20
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
6 advisors → 14 advisors▲ +133%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganmedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
bwalp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRISWOLD, BENJAMIN, HUFTY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
GRISWOLD, BENJAMIN, HUFTY
AYALA, DIEGO, SEBASTIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BWALP.COM
Rdap Domain Creation Date
2018-07-30T14:22:13Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
30,638
Form 5500 Compensation Trajectory 3y
202530,638
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
30,638
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Jpmorgan1
Full
Jpmorgan12
E*trade4
Morgan Stanley1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-30T14:22:13Z
Rdap Domain Last Changed
2025-07-31T18:34:13Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5065987
Trust Company Affiliate
No

People (3)

3
GRISWOLD, BENJAMIN, HUFTY
Direct Owner · 62.5%
5065987
AYALA, DIEGO, SEBASTIAN
Direct Owner · 37.5%
6827518
LORIA, KEVIN, SCOTT
Executive Officer · 2.5%
2534732