|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Blue Point Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 157031 |
| SEC # | 801-74117 |
| CIK # | |
| AUM | $1.9 B (2025-03-25) |
| Employees | 31 (52% Investors, 0% Brokers) |
| Phone | 216-535-4700 |
| Address | 127 Public Square Cleveland, OH 44114 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Blue Point Capital Partners V A LP | [2023-03-17] | 592.2 | 193.9 |
| PE | Blue Point Capital Partners V Executive Fund LP | [2023-03-17] | 31.1 | 32.4 |
| PE | Blue Point Capital Partners V LP | [2023-03-17] | 592.2 | 421.8 |
| PE | Blue Point Capital Partners IV A LP | [2018-03-28] | 0.0 | 264.7 |
| PE | Blue Point Capital Partners IV Executive Fund LP | [2018-03-28] | 0.0 | 17.1 |
| PE | Blue Point Capital Partners IV LP | [2018-03-28] | 0.0 | 750.5 |
| PE | Blue Point Capital Partners III A LP | [2014-03-31] | 101.0 | 56.0 |
| PE | Blue Point Capital Partners III B LP | [2014-03-31] | 66.0 | 39.1 |
| PE | Blue Point Capital Partners III Executive Fund LP | [2014-03-31] | 12.7 | 7.7 |
| PE | Blue Point Capital Partners III LP | [2014-03-31] | 245.3 | 150.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 1,946.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 1,946.3 |
| By Discretionary | ||
| Discretionary | 13 | 1,946.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 1,946.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,946.3 | |
| Total | 13 | 1,946.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Sean Ward | 140 | ||
| Mark Morris | 22 | ||
| John Kirby | 6 | ||
| Charles Chaikin | 11 | ||
| David Given | 10 | ||
| John Lemay | 10 | ||
| Julianne Marley | 10 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aterian Investment Management LP
✚
|
NY | 2.0 |
|
OMNI Bridgeway Management USA LLC
✚
|
NY | 2.0 |
|
Serve Capital Partners LLC
✚
|
TX | 1.9 |
|
Long Ridge Capital Management LP
✚
|
NY | 1.9 |
|
Mason Wells Inc
✚
|
WI | 1.9 |
|
Clarion Capital Partners LLC
✚
|
NY | 1.9 |
|
Everside Capital Partners LLC
✚
|
NY | 1.9 |
|
Sandton Capital Partners LP
✚
|
NY | 1.9 |
|
Southfield Capital LP
✚
|
CT | 1.9 |
|
Formentera Partners LP
✚
|
TX | 1.9 |