BLUE POINT CAPITAL PARTNERS LLC
Adviser information for BLUE POINT CAPITAL PARTNERS LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 31 |
|---|---|
| Investment Advisory/Research | 18 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 13 | $2.0B |
| Non-Discretionary | 0 | $0 |
| Total | 13 | $2.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 13 | $2.0B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-74117 |
|---|---|
| SEC ERA File Number | 801-74117 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157031 |
| Legal Entity Identifier | None |
Principal Office
127 PUBLIC SQUARESUITE 5100
CLEVELAND
OH
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 216-535-4700, Fax: 216-535-4701
Chief Compliance Officer
COLLEEN A GREENROD
CHIEF COMPLIANCE OFFICER
127 PUBLIC SQUARE
SUITE 5100
CLEVELAND
OH
United States
Tel:
216-535-4711
Fax:
216-535-4701
C********@*******************M
(Full email address available in API data)
Regulatory Contact
EDWARD O ZELASKI
DIRECTOR OF COMPLIANCE
127 PUBLIC SQUARE
SUITE 5100
CLEVELAND
OH
United States
Tel:
216-535-4702
Fax:
216-535-4701
E*******@*******************M
(Full email address available in API data)
Industry Affiliates
| BPCP MANAGEMENT II, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BPCP MANAGEMENT III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BPCP MANAGEMENT IV, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BPCP MANAGEMENT V, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BLUE POINT CAPITAL PARTNERS II (B), L.P. | Private Equity Fund | $3.8M | $1.0M | 2 |
| BLUE POINT CAPITAL PARTNERS II EXECUTIVE FUND, L.P. | Private Equity Fund | $0.4M | $0.1M | 26 |
| BLUE POINT CAPITAL PARTNERS II, L.P. | Private Equity Fund | $8.4M | $1.0M | 52 |
| BLUE POINT CAPITAL PARTNERS III (A), L.P. | Private Equity Fund | $57.5M | $1.0M | 19 |
| BLUE POINT CAPITAL PARTNERS III (B), L.P. | Private Equity Fund | $40.1M | $1.0M | 2 |
| BLUE POINT CAPITAL PARTNERS III EXECUTIVE FUND, L.P. | Private Equity Fund | $7.8M | $0.1M | 29 |
| BLUE POINT CAPITAL PARTNERS III, L.P. | Private Equity Fund | $154.6M | $1.0M | 39 |
| BLUE POINT CAPITAL PARTNERS IV (A), L.P. | Private Equity Fund | $271.7M | $1.0M | 18 |
| BLUE POINT CAPITAL PARTNERS IV EXECUTIVE FUND, L.P. | Private Equity Fund | $17.6M | $0.1M | 28 |
| BLUE POINT CAPITAL PARTNERS IV, L.P. | Private Equity Fund | $769.8M | $1.0M | 56 |
| BLUE POINT CAPITAL PARTNERS V (A), LP | Private Equity Fund | $190.9M | $1.0M | 25 |
| BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, LP | Private Equity Fund | $31.8M | $0.1M | 40 |
| BLUE POINT CAPITAL PARTNERS V, L.P. | Private Equity Fund | $415.9M | $1.0M | 370 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GREENROD, COLLEEN, ANN | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2015 | < 5% |
| LEMAY, JOHN, ANDRE | Individual | – | MEMBER | 12/2013 | 25-50% |
| WARD, SEAN, PAUL | Individual | – | MEMBER | 12/2013 | 25-50% |
| CHAIKIN, CHARLES, MARK | Individual | – | MEMBER | 12/2013 | 25-50% |
| MARLEY, JULIANNE | Individual | – | MEMBER | 12/2018 | 25-50% |