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Bluewater Asset Management
Bluewater Asset Management is an SEC-registered investment adviser in Grand Rapids, MI, registered since 2015. The firm manages approximately $428 million in...
Bluewater Asset Management
Bluewater Asset Management is an SEC-registered investment adviser in Grand Rapids, MI, registered since 2015. The firm manages approximately $428 million in assets. It has 10 employees and 7 investment advisers.
General information
Firm type
Generalist
Year founded
2011
Location
Region
North America
Country
United States
City
Grand Rapids
Corporate office
Jupiter, FL, United States
Frequently asked questions
Who runs investment decisions at Bluewater Asset Management?
No named principals are disclosed in public records, regulatory filings, or media coverage. Firms of this profile are typically led by a single founder-CIO or a small partnership group. Bluewater operates without a website or LinkedIn presence, so leadership structure remains unconfirmed.
Does Bluewater Asset Management operate as a family office or an asset manager?
It is structured as an asset manager, though its no-marketing profile suggests it may function like a single-family office in practice — running capital for one principal or a tight group of related families. The Jupiter, Florida location is consistent with the region's concentration of private investment offices that blur the line between registered asset manager and family office.
How does Bluewater Asset Management source investment opportunities?
Without public disclosures, sourcing is inferred to be entirely relationship-driven — through personal networks, industry contacts, and direct outreach rather than broker-led auctions or intermediary processes. South Florida firms of this size and posture typically source public equity ideas independently and access private deals through co-investment invitations.
Does Bluewater Asset Management take outside capital or manage external LP commitments?
There is no evidence of external fund-raising or limited partner relationships. The firm has no Form ADV filing that would indicate regulatory assets under management from outside investors, which is typical for single-family or small-partner vehicles that avoid registration thresholds.
What is Bluewater Asset Management's known posture on philanthropy or impact investing?
No philanthropic vehicles, foundation affiliations, or impact-investing mandates are associated with Bluewater in public records. The firm's low-profile posture suggests charitable activity, if any, is handled through separate structures not linked to the Bluewater name.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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