Updated:Jul 6, 2026

BLUE WATER FINANCIAL INVESTOR COACHING, LLC

BLUE WATER FINANCIAL INVESTOR COACHING, LLC is a state-registered investment adviser in EASTON, PA. The firm manages approximately $65 million in regulatory...

BLUE WATER FINANCIAL INVESTOR COACHING, LLC

BLUE WATER FINANCIAL INVESTOR COACHING, LLC is a state-registered investment adviser in EASTON, PA. The firm manages approximately $65 million in regulatory assets. Itprivately employs 1 employee and 1 investment adviser.

linkedin.com/company/bluewaterfinancialllc

General information

Firm type

RIA

Sector focus

Financial ServicesWealth ManagementReal Estate

Who runs investment decisions at BLUE WATER FINANCIAL INVESTOR COACHING, LLC?

Investment decisions are directed by the firm's founding principal, whose identity is not publicly disclosed. The firm relies on a small internal team to evaluate coaching engagements and co-investment opportunities. No external CIO or advisory committee has been named in public records.

How does BLUE WATER FINANCIAL INVESTOR COACHING, LLC source proprietary deal flow?

The firm sources deal flow primarily through its network of high-net-worth clients and coaching relationships. This network generates direct opportunities in real estate and private equity, often structured as club deals. The firm does not appear to use third-party placement agents for sourcing.

Does BLUE WATER FINANCIAL INVESTOR COACHING, LLC participate in fund commitments or only direct deals?

The firm primarily engages in direct deals and co-investments, particularly in real estate and private equity. It has not been publicly observed committing capital to external funds. Its coaching model emphasizes direct ownership and education over fund-based allocations.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.