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BLUE POINT CAPITAL PARTNERS LLC

127 Public Square
Suite 5100
Cleveland, Ohio 44114
Tel: 216-535-4700

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About BLUE POINT CAPITAL PARTNERS LLC

BLUE POINT CAPITAL PARTNERS LLC, formally registered with the SEC as BLUE POINT CAPITAL PARTNERS LLC. The firm was established in 03/30/2012. They have over 3 offices throughout the country.

BLUE POINT CAPITAL PARTNERS LLC is a Cleveland, Ohio based Financial Planning firm with nearly $1,970,307,000 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157031
SEC#801-74117
Assets Managed by Firm$1,970,307,000
No. of Clients13
No. of Advisors31

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total13$1,970,307,000

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