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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

BLUEPOINT INVESTMENT COUNSEL, LLC

CRD 160298

MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08093fe7-3b50-d85d-1118-a23fe963dd09

Data as of Mar 30, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 2
Observed: Jan 6, 2012 to Mar 30, 2018
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Bluepoint Investment Counsel, LLC

Venture manager · shared crd

Real Estate Fundsidentity

Bluepoint Investment Counsel, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $125MItem 5.F on the latest filing (2018-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $91.5M
Private client RAUM: $85.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 69%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 162
High net worth clients: 52
SEC number: 801-73033
CRD: 160298
Filings on the tape: 12
First filed: Jan 6, 2012
Latest filed: Mar 30, 2018
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
GREENPOINT TACTICAL INCOME FUND	Other Private Fund	$32.0M	Mar 30, 2015	16	Mar 28, 2014	dropped	021-199128
GREENPOINT REAL ESTATE DEVELOPMENT FUND	Real Estate Fund	$4.8M	Mar 30, 2015	5	Mar 28, 2014	dropped	021-197486
GREENPOINT MITTELSTAND FUND	Venture Capital Fund	$3.8M	Mar 30, 2015	4	Mar 28, 2014	dropped	021-209210

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HULL, MICHAEL, GRAFTON	MANAGING MEMBER	D	yes	06/2012	Jun 15, 2012	Mar 30, 2018
HULL, PATRICK, FRANCIS	MANAGING MEMBER	D	yes	06/2012	Jun 15, 2012	Mar 30, 2018
KELLY, LAUREN, MARIE	CHIEF COMPLIANCE OFFICER	Na	yes	06/2012	Jun 15, 2012	Mar 30, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GREENPOINT ASSET MANAGEMENT V LLC	n/a	State registered	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 30, 2018	$125M	$91.5M	4	2	0	n/a	n/a
2016	Mar 31, 2017	$166M	$110M	4	2	n/a	n/a	n/a
2015	Apr 1, 2016	$145M	$97.0M	3	1	n/a	n/a	n/a
2014	Mar 30, 2015	$117M	$20.8M	4	2	n/a	3	$40.6M
2013	Mar 28, 2014	$109M	$70.2M	6	2	n/a	3	$20.5M
2012	Apr 1, 2013	$92.3M	$64.3M	6	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$125M	$166M	-25.2%	$117M	2.2%	4	4	0	n/a

Relationships

Affiliated with (1)

→ GREENPOINT ASSET MANAGEMENT V LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Controls (3)

← HULL, MICHAEL, GRAFTONOwnerMANAGING MEMBER, ownership code D, individual
Jun 15, 2012 to presentfactForm ADV
← KELLY, LAUREN, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 15, 2012 to presentfactForm ADV
← HULL, PATRICK, FRANCISOwnerMANAGING MEMBER, ownership code D, individual
Jun 15, 2012 to presentfactForm ADV

Advises (3)

→ GREENPOINT TACTICAL INCOME FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2014 to Mar 30, 2015factForm ADV
→ GREENPOINT REAL ESTATE DEVELOPMENT FUNDPrivate fundReal Estate Fund, IA, no longer reported
Mar 28, 2014 to Mar 30, 2015factForm ADV
→ GREENPOINT MITTELSTAND FUNDPrivate fundVenture Capital Fund, IA, no longer reported
Mar 28, 2014 to Mar 30, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08093fe7-3b50-d85d-1118-a23fe963dd09
First observed: Jan 6, 2012
Last observed: Mar 30, 2018 103 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUEPOINT INVESTMENT COUNSEL, LLC

CRD 160298

MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08093fe7-3b50-d85d-1118-a23fe963dd09

Data as of Mar 30, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

GREENPOINT TACTICAL INCOME FUND

Other Private Fund

$32.0M

Mar 30, 2015

Mar 28, 2014

dropped

021-199128

GREENPOINT REAL ESTATE DEVELOPMENT FUND

Real Estate Fund

$4.8M

Mar 30, 2015

Mar 28, 2014

dropped

021-197486

GREENPOINT MITTELSTAND FUND

Venture Capital Fund

$3.8M

Mar 30, 2015

Mar 28, 2014

dropped

021-209210

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HULL, MICHAEL, GRAFTON

MANAGING MEMBER

yes

06/2012

Jun 15, 2012

Mar 30, 2018

HULL, PATRICK, FRANCIS

MANAGING MEMBER

yes

06/2012

Jun 15, 2012

Mar 30, 2018

KELLY, LAUREN, MARIE

CHIEF COMPLIANCE OFFICER

yes

06/2012

Jun 15, 2012

Mar 30, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GREENPOINT ASSET MANAGEMENT V LLC

n/a

State registered

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 30, 2018

$125M

$91.5M

n/a

2016

Mar 31, 2017

$166M

$110M

n/a

2015

Apr 1, 2016

$145M

$97.0M

n/a

2014

Mar 30, 2015

$117M

$20.8M

n/a

$40.6M

2013

Mar 28, 2014

$109M

$70.2M

n/a

$20.5M

2012

Apr 1, 2013

$92.3M

$64.3M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$125M

$166M

-25.2%

$117M

2.2%

n/a