127 Public Square
Suite 5100
Cleveland, Ohio 44114
Tel: 216-535-4700
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157031 |
| SEC# | 801-74117 |
| Assets Managed by Firm | $1,970,307,000 |
| No. of Clients | 13 |
| No. of Advisors | 31 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $1,970,307,000 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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