Blue Water Capital Management, LLC
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Blue Water Capital Management, LLC - overview
Established
2007
Location
Syracuse, NY, US
Primary Industry
Financial Services
About
Based in New York, US, and founded in 2007, Blue Water Capital Management, LLC, is a provider of financial advice and management services for individuals, employers, and financial advisors. In March 2024, Perigon Wealth Management, LLC, a portfolio company of Constellation Wealth Capital, acquired Blue Water Capital Management, LLC. The company offers retirement plan consulting, individual wealth management, and third-party asset management. Acting as a fee-only adviser, Blue Water provides objective financial planning services, including developing personalised investment strategies, managing client portfolios, and offering ongoing guidance to help clients achieve their long-term financial goals.
BWCM assists businesses of all sizes in establishing and managing retirement plans for employees. They can help employers navigate the complexities of various retirement plan options, such as SIMPLE IRAs, to ensure they are offering a valuable benefit to their workforce while adhering to regulations.
Current Investors
Perigon Wealth Management, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Consumer Finance, Accounting Services
Website
www.bluewatercm.com
Verticals
FinTech
Total Amount Raised
Subscriber access only
Blue Water Capital Management, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on, LP Direct | Completed | Blue Water Capital Management, LLC | - |
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