DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Blue Point Capital Partners LLC
Latest filing Mar 20, 2026
First filing on the tape Feb 14, 2012 · 20 filings
SEC status approved since Mar 30, 2012
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
30
18 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
13
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$1.4B as of Mar 20, 2026
Mar 26, 2013$444M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Mar 26, 20130 then
Employees (5.A)30 as of Mar 20, 2026
Mar 26, 201324 then
Private funds13 as of Mar 20, 2026
Mar 26, 20135 then
RAUM -26% over the last fiscal year-9.1% a year over threeIARs 0 to 0offices 2 to 1
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $111MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -26%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.4B, 13 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.4B for 13 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
24 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Blue Point Capital Partners IV, L.P. | Private Equity Fund | $770M | 56 | Mar 28, 2018 |
| Blue Point Capital Partners V, L.P. | Private Equity Fund | $416M | 370 | Mar 17, 2023 |
| Blue Point Capital Partners IV (A), L.P. | Private Equity Fund | $272M | 18 | Mar 28, 2018 |
| Blue Point Capital Partners V (A), LP | Private Equity Fund | $191M | 25 | Mar 17, 2023 |
| Blue Point Capital Partners III, L.P. | Private Equity Fund | $155M | 39 | Mar 31, 2014 |
| Blue Point Capital Partners III (A), L.P. | Private Equity Fund | $57.5M | 19 | Mar 31, 2014 |
| Blue Point Capital Partners III (B), L.P. | Private Equity Fund | $40.1M | 2 | Mar 31, 2014 |
| Blue Point Capital Partners V Executive Fund, LP | Private Equity Fund | $31.8M | 40 | Mar 17, 2023 |
| Blue Point Capital Partners, L.P.no longer reported | Private Equity Fund | $19.5M | 53 | Feb 14, 2012 |
| Blue Point Capital Partners IV Executive Fund, L.P. | Private Equity Fund | $17.6M | 28 | Mar 28, 2018 |
| Blue Point Capital Partners (B), L.P.no longer reported | Private Equity Fund | $8.6M | 2 | Feb 14, 2012 |
| Blue Point Capital Partners II, L.P. | Private Equity Fund | $8.4M | 52 | Feb 14, 2012 |
| Blue Point Capital Partners III Executive Fund, L.P. | Private Equity Fund | $7.8M | 29 | Mar 31, 2014 |
| Blue Point Capital Partners II (B), L.P. | Private Equity Fund | $3.8M | 2 | Feb 14, 2012 |
| Key Equity Partners 98no longer reported | Private Equity Fund | $2.8M | 9 | Feb 14, 2012 |
| Key Equity Fund Partners 99no longer reported | Private Equity Fund | $1.3M | 8 | Feb 14, 2012 |
| Key Equity Partners IVno longer reported | Private Equity Fund | $919,917 | 5 | Feb 14, 2012 |
| Key Equity Fund Partners 98no longer reported | Private Equity Fund | $782,025 | 9 | Feb 14, 2012 |
| Key Equity Partners 2000no longer reported | Private Equity Fund | $526,420 | 11 | Feb 14, 2012 |
| Blue Point Capital Partners II Executive Fund, L.P. | Private Equity Fund | $389,000 | 26 | Feb 14, 2012 |
| Key Equity Fund Partners IIno longer reported | Private Equity Fund | $307,650 | 5 | Feb 14, 2012 |
| Key Equity Partners IIIno longer reported | Private Equity Fund | $292,583 | 4 | Feb 14, 2012 |
| Key Equity Fund Partners Ino longer reported | Private Equity Fund | $165,274 | 4 | Feb 14, 2012 |
| Key Equity Partners 97no longer reported | Private Equity Fund | $97,690 | 8 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Mark Charles Chaikin · Membercontrolsince 12/2013 · owns 25% to 50%
- Ann Colleen Greenrod · Chief Compliance Officercontrolsince 09/2015 · owns less than 5%
- Andre John Lemay · Membercontrolsince 12/2013 · owns 25% to 50%
- Julianne Marley · Membercontrolsince 12/2018 · owns 25% to 50%
- Paul Sean Ward · Membercontrolsince 12/2013 · owns 25% to 50%
Related persons
Schedule D 7.A
- Bpcp Management II, L.P.pooled vehicle sponsory
- Bpcp Management III, L.P.pooled vehicle sponsory
- Bpcp Management IV, L.P.pooled vehicle sponsory
- Bpcp Management V, L.P.pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Charlotte, NC2 employees
- Seattle, WA
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 20, 2026RAUM (Item 5.F) moved from $1,946,296,000 to $1,443,290,000 (-26.0%) between the annual amendments of 2025-03-25 and 2026-03-20; the peer median change was +11.0% (1368 comparable advisers, 4.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 4.3% percentile
What changed
consecutive filings, newest first
- Advisory employees · 16 to 18Mar 25, 2025 to Mar 20, 2026
- Assets in custody · $1.9B to $1.4BMar 25, 2025 to Mar 20, 2026
- Employees · 31 to 30Mar 25, 2025 to Mar 20, 2026
- Other offices · 2 to 1Mar 25, 2025 to Mar 20, 2026
- Discretionary RAUM · $1.9B to $1.4BMar 25, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $1.9B to $1.4BMar 25, 2025 to Mar 20, 2026
- RAUM · $1.9B to $1.4BMar 25, 2025 to Mar 20, 2026
- Advisory employees · 18 to 16Jul 23, 2024 to Mar 25, 2025
- Assets in custody · $2.0B to $1.9BJul 23, 2024 to Mar 25, 2025
- Financial planning clients · 11-25 to 11-25Jul 23, 2024 to Mar 25, 2025
- Discretionary RAUM · $2.0B to $1.9BJul 23, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $2.0B to $1.9BJul 23, 2024 to Mar 25, 2025
- RAUM · $2.0B to $1.9BJul 23, 2024 to Mar 25, 2025
- Assets in custody · $1.9B to $2.0BMar 17, 2023 to Mar 7, 2024
- Employees · 32 to 31Mar 17, 2023 to Mar 7, 2024
- Other offices · 3 to 2Mar 17, 2023 to Mar 7, 2024
- Discretionary RAUM · $1.9B to $2.0BMar 17, 2023 to Mar 7, 2024
- Pooled vehicle RAUM · $1.9B to $2.0BMar 17, 2023 to Mar 7, 2024
- RAUM · $1.9B to $2.0BMar 17, 2023 to Mar 7, 2024
- Accounts · 10 to 13Mar 25, 2022 to Mar 17, 2023
- Pooled vehicle clients · 10 to 13Mar 25, 2022 to Mar 17, 2023
- Assets in custody · $1.4B to $1.9BMar 25, 2022 to Mar 17, 2023
- Employees · 30 to 32Mar 25, 2022 to Mar 17, 2023
- Financial planning clients · 1-10 to 11-25Mar 25, 2022 to Mar 17, 2023
- Private funds · 10 to 13Mar 25, 2022 to Mar 17, 2023
- Discretionary RAUM · $1.4B to $1.9BMar 25, 2022 to Mar 17, 2023
- Pooled vehicle RAUM · $1.4B to $1.9BMar 25, 2022 to Mar 17, 2023
- RAUM · $1.4B to $1.9BMar 25, 2022 to Mar 17, 2023
- Assets in custody · $1.1B to $1.4BMar 29, 2021 to Mar 25, 2022
- Employees · 29 to 30Mar 29, 2021 to Mar 25, 2022
- Financial planning clients · 11-25 to 1-10Mar 29, 2021 to Mar 25, 2022
- Discretionary RAUM · $1.1B to $1.4BMar 29, 2021 to Mar 25, 2022
- Pooled vehicle RAUM · $1.1B to $1.4BMar 29, 2021 to Mar 25, 2022
- RAUM · $1.1B to $1.4BMar 29, 2021 to Mar 25, 2022
- Accounts · 12 to 10Mar 26, 2020 to Mar 29, 2021
- Advisory employees · 17 to 18Mar 26, 2020 to Mar 29, 2021
- Pooled vehicle clients · 12 to 10Mar 26, 2020 to Mar 29, 2021
- Assets in custody · $1.2B to $1.1BMar 26, 2020 to Mar 29, 2021
- Employees · 26 to 29Mar 26, 2020 to Mar 29, 2021
- Private funds · 12 to 10Mar 26, 2020 to Mar 29, 2021
Signals
7 dated events
- Blue Point Capital Partners Llc reported RAUM $1.4B, down 26% from $1.9B (2025-03-25 to 2026-03-20)Mar 20, 2026 · RAUM change · derived
- Blue Point Capital Partners Llc reported RAUM $1.9B, up 34% from $1.4B (2022-03-25 to 2023-03-17)Mar 17, 2023 · RAUM change · derived
- Blue Point Capital Partners Llc reported RAUM $1.4B, up 28% from $1.1B (2021-03-29 to 2022-03-25)Mar 25, 2022 · RAUM change · derived
- Edward Mark Morris (Member) no longer on Schedule A of Blue Point Capital Partners Llc (listed 2020-03-26, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Julianne Marley (Member) appeared on Schedule A of Blue Point Capital Partners LlcMar 21, 2019 · Control person joined · fact
- Edward Mark Morris (Member) appeared on Schedule A of Blue Point Capital Partners LlcMar 21, 2019 · Control person joined · fact
- Blue Point Capital Partners Llc reported RAUM $1.4B, up 88% from $733.2M (2017-12-04 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Blue Point Capital Partners LLC · Independent Sponsorsshared crd · capital_provider
- Blue Point Capital Partners LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blue-point-capital-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BLUEPOINTCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 216-535-4700reportedpublic record, Form ADV, Mar 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026