BLUE POINT CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$111M
Accounts
13
Employees
30
Advisory reps
5

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
157031
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Point Capital Partners LLC is a private equity manager that advises pooled investment vehicles and serves as sponsor, general partner and managing member on those vehicles. The firm’s client base is institutional and its compensation combines a percentage-of-assets under management fee with performance-based fees, signaling a typical GP/LP alignment. Blue Point is registered with the SEC (since 2012) as an investment adviser organized as a limited liability company and identifies itself as an active ESG investor, indicating environmental, social and governance factors are considered in its deal selection and ongoing portfolio monitoring. The firm’s primary activity is portfolio management for pooled investment vehicles rather than providing broad capital-allocation services to external institutional investors. It operates as an operator of private funds while also deploying or allocating capital into external alternative strategies in sectors such as commodities and energy.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • James Fleming

    Chief Compliance OfficerCRD 8043374

Contacts

3 of 4
  • JOHN LEMAY

    PartnerCRD 6318358

  • JULIANNE MARLEY

    PartnerCRD 7088142

  • SEAN WARD

    PartnerCRD 6318361

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
127 Public Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth