SourcingSourcing

BLUE WATER LIFE SCIENCE ADVISORS, LP

B61
CRD 306450·SEC 801-120257
AUM
$192.6M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$578K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUE WATER LIFE SCIENCE ADVISORS, LP
CRD
306450
SEC file #
801-120257
EIN
000000000
DBA names
—

Economics

AUM
$192.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$222.2M → $192.6M▼ -13%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
3 advisors → 2 advisors▼ -33%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
bluewaterlifescienceadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CORNELL, NATHANIEL, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CORNELL, NATHANIEL, THOMAS
BLUE WATER LIFE SCIENCE FUND
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
BLUEWATERLIFESCIENCEADVISORS.COM
Rdap Domain Creation Date
2017-01-12T18:32:14Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001789778
Edgar Registered
Yes
Edgar Filing Count
26
Edgar First Filing Date
2021-02-16
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001420506-26-001003
Edgar Former Names
Blue Water Life Science Advisors, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Full
Jpmorgan8
E*trade4
Edgar Addresses
Mailing
80 E SIR FRANCIS DRAKE BOULEVARDSTE 4ALARKSPUR, CA 94939
Business
80 E SIR FRANCIS DRAKE BOULEVARDSTE 4ALARKSPUR, CA 94939
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-14 · 0001420506-26-001003
13F-HR2026-02-17 · 0001420506-26-000497
Firm Has Custody
Yes
Rdap Domain Expiration Date
2027-01-12T18:32:14Z
Rdap Domain Last Changed
2024-11-13T09:19:23Z
Rdap Nameservers
Ns83.worldnic.comNs84.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4817077
Trust Company Affiliate
No

People (1)

1
NATHANIEL THOMAS CORNELL
Direct Owner · 87.5%
4817077