Blue Water Advisors Lp
- Regulatory AUM
- $928M
- Discretionary
- $928M
- Clients
- 5
- Avg AUM / client
- $186M
- Accounts
- 5
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $928M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $1.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Blue Water Aggregates Fund Lp | Private Equity Fund | Delaware | $934M | 134 |
| Blue Water Worldwide Llc | Private Equity Fund | Delaware | $275M | 83 |
| Blue Water Coast Equipment Lp | Private Equity Fund | Delaware | $46.3M | 30 |
| Blue Water Dealership Fund Lp | Private Equity Fund | Delaware | $41.6M | 40 |
| Blue Water Real Estate Fund Ii Lp | Private Equity Fund | Delaware | $24.4M | 24 |
| Blue Water Centrepark West Partners Lp | Private Equity Fund | Delaware | $0 | 12 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Harris Beach 401(k) Profit Sharing Plan Harris Beach Pllc | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Griswold, Benjamin, Hufty | Managing Partner | Oct 2016 (10y) | ≈ 0% – 3.75% via Bww Group Llc | |
| Whitridge, William, Cushing | Managing Partner | Oct 2016 (10y) | ≈ 0% – 3.75% via Bww Group Llc | |
| Ayala, Diego, Sebastian | Chief Financial Officer & Partner | May 2017 (9y) | 10% – 25% | |
| Loria, Kevin, Scott | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bww Group Llc | General Partner Of Blue Water Advisors Lp | Apr 2019 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Griswold, Benjamin, Hufty: 50% – 75% of Bww Group Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Whitridge, William, Cushing: 50% – 75% of Bww Group Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $1.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Blue Water Aggregates Fund Lp | Private Equity Fund | $934M | $5.0M | 134 |
| Blue Water Worldwide Llc | Private Equity Fund | $275M | $0 | 83 |
| Blue Water Coast Equipment Lp | Private Equity Fund | $46.3M | $1.0M | 30 |
| Blue Water Dealership Fund Lp | Private Equity Fund | $41.6M | $5.0M | 40 |
| Blue Water Real Estate Fund Ii Lp | Private Equity Fund | $24.4M | $1.0M | 24 |
| Blue Water Centrepark West Partners Lp | Private Equity Fund | $0 | $0 | 12 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Harris Beach 401(k) Profit Sharing Plan | Harris Beach Pllc | 390 | $211M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗