AUMdb

Blue Point Capital Partners Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 157031 · SEC file 801-74117 · Cleveland, OH · WWW.BLUEPOINTCAPITAL.COM
☆ Save with Pro ADV data as of Mar 20, 2026
Regulatory AUM
$1.4B
Discretionary
$1.4B
Clients
13
Avg AUM / client
$111M
Accounts
13
Employees
30

AUM over time

$406M $2.0B
Feb 14, 2012 Mar 20, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 13 $1.4B 100.0%

Private funds (13)

Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $2.0B combined gross assets

FundTypeDomicileGross assetsOwners
Blue Point Capital Partners Iv, L.P. Private Equity Fund Delaware $770M 56
Blue Point Capital Partners V, L.P. Private Equity Fund Delaware $416M 370
Blue Point Capital Partners Iv (A), L.P. Private Equity Fund Delaware $272M 18
Blue Point Capital Partners V (A), Lp Private Equity Fund Delaware $191M 25
Blue Point Capital Partners Iii, L.P. Private Equity Fund Delaware $155M 39
Blue Point Capital Partners Iii (A), L.P. Private Equity Fund Delaware $57.5M 19
Blue Point Capital Partners Iii (B), L.P. Private Equity Fund Delaware $40.1M 2
Blue Point Capital Partners V Executive Fund, Lp Private Equity Fund Delaware $31.8M 40
Blue Point Capital Partners Iv Executive Fund, L.P. Private Equity Fund Delaware $17.6M 28
Blue Point Capital Partners Ii, L.P. Private Equity Fund Delaware $8.4M 52
Blue Point Capital Partners Iii Executive Fund, L.P. Private Equity Fund Delaware $7.9M 29
Blue Point Capital Partners Ii (B), L.P. Private Equity Fund Delaware $3.8M 2
Blue Point Capital Partners Ii Executive Fund, L.P. Private Equity Fund Delaware $389K 26

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
Chaikin, Charles, Mark Member Dec 2013 (13y) 25% – 50%
Lemay, John, Andre Member Dec 2013 (13y) 25% – 50%
Ward, Sean, Paul Member Dec 2013 (13y) 25% – 50%
Greenrod, Colleen, Ann Chief Compliance Officer Sep 2015 (11y) Less than 5%
Marley, Julianne Member Dec 2018 (8y) 25% – 50%

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (13, $2.0B gross assets)

FundTypeGross assetsMin. investmentOwners
Blue Point Capital Partners Iv, L.P. Private Equity Fund $770M $1.0M 56
Blue Point Capital Partners V, L.P. Private Equity Fund $416M $1.0M 370
Blue Point Capital Partners Iv (A), L.P. Private Equity Fund $272M $1.0M 18
Blue Point Capital Partners V (A), Lp Private Equity Fund $191M $1.0M 25
Blue Point Capital Partners Iii, L.P. Private Equity Fund $155M $1.0M 39
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 V Executive Fund, Lp Private Equity Fund $31.8M $100K 40
Blue Point Capital Partners Iv Executive Fund, L.P. Private Equity Fund $17.6M $100K 28
Blue Point Capital Partners Ii, L.P. Private Equity Fund $8.4M $1.0M 52
Blue Point Capital Partners Iii Executive Fund, L.P. Private Equity Fund $7.9M $100K 29
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 $389K $100K 26

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/20/2026 3.8 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Performance-based fees

Services

  • • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.

View current Form ADV (SEC/IAPD) ↗