# Blue Point Capital Partners LLC

> Blue Point Capital Partners LLC is an SEC-registered investment advisory firm in Cleveland, OH, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 157031
- Filed as: BLUE POINT CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cleveland, OH
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157031
- AdvisorCensus page: https://advisorcensus.com/firm/blue-point-capital-partners-llc-cleveland-oh-157031

## Quick answers

**How is Blue Point Capital Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Point Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blue Point Capital Partners LLC located?**
Blue Point Capital Partners LLC's principal office is in Cleveland, OH, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Blue Point Capital Partners LLC registered with the SEC or a state?**
Blue Point Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157031.

**How much does Blue Point Capital Partners LLC manage?**
Blue Point Capital Partners LLC reports $1,443,290,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Blue Point Capital Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Blue Point Capital Partners LLC: Regulatory assets under management: $1,118,612,000 in the October 2021 data and $1,443,290,000 in the October 2026 data, up 29%. Total employees: 29 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Point Capital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13).

**Does Blue Point Capital Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157031

**What changed in Blue Point Capital Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 16 to 18. Regulatory assets under management went from $1,946,296,000 to $1,443,290,000 (-26%). No longer lists an office in Seattle, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,443,290,000
- Discretionary: $1,443,290,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $1,443,290,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 30 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, OH, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Charlotte, NC

### Websites listed on Form ADV (Item 1.I)
- bluepointcapital.com
- LinkedIn @blue-point-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,118,612,000 | 29 | March 29, 2021 |
| October 2022 | $1,430,171,000 | 30 | March 25, 2022 |
| October 2023 | $1,919,920,000 | 32 | March 17, 2023 |
| October 2024 | $1,970,307,000 | 31 | July 23, 2024 |
| October 2025 | $1,946,296,000 | 31 | March 25, 2025 |
| October 2026 | $1,443,290,000 | 30 | March 20, 2026 |

Regulatory assets under management: $1,118,612,000 in the October 2021 data and $1,443,290,000 in the October 2026 data, up 29%.
Total employees: 29 in October 2021 and 30 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 18.
- Regulatory assets under management went from $1,946,296,000 to $1,443,290,000 (-26%).
- No longer lists an office in Seattle, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Point Capital Partners LLC (CRD 157031): Form ADV filing data as of October 2026.