# BLUE POINT CAPITAL PARTNERS LLC

BLUE POINT CAPITAL PARTNERS LLC of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 157031
- Type: SEC-registered investment adviser
- SEC file number: 801-74117
- Location: 127 PUBLIC SQUARE, SUITE 5100, CLEVELAND, OH, 44114
- Phone: 216-535-4700
- Latest filing: 2026-03-20
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 30
- Accounts: 13

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| [James Fleming](https://search.stillhousedata.com/person/129676) | CHIEF COMPLIANCE OFFICER | Alexandria, VA |
| [John Andre Lemay](https://search.stillhousedata.com/person/709757) | MEMBER | — |
| [Sean Paul Ward](https://search.stillhousedata.com/person/709758) | MEMBER | — |
| [Charles Mark Chaikin](https://search.stillhousedata.com/person/709759) | MEMBER | — |
| [Julianne Marley](https://search.stillhousedata.com/person/709760) | MEMBER | — |
| [MORRIS JAMES EDWARD](https://search.stillhousedata.com/person/782600) | MEMBER | — |
| [GIVEN DAVID PAUL](https://search.stillhousedata.com/person/815144) | FOUNDING MEMBER; RETIRED EFFECTIVE 12/31/2018; MANAGING MEMBER; MEMBER | — |
| [KIRBY JOHN FRANCIS](https://search.stillhousedata.com/person/815145) | FOUNDING MEMBER; RETIRED EFFECTIVE 12/31/2018; MANAGING MEMBER; MEMBER | — |
| [LEMAY JOHN ANDRE](https://search.stillhousedata.com/person/815146) | MEMBER | — |
| [WARD SEAN PAUL](https://search.stillhousedata.com/person/815147) | MEMBER | — |
| [CHAIKIN CHARLES MARK](https://search.stillhousedata.com/person/815148) | MEMBER | — |
| [GREENROD COLLEEN ANN](https://search.stillhousedata.com/person/815149) | CHIEF COMPLIANCE OFFICER | — |
| [ROOT LISA SIMECEK](https://search.stillhousedata.com/person/833599) | CHIEF COMPLIANCE OFFICER | — |
| [MARLEY JULIANNE](https://search.stillhousedata.com/person/852141) | MEMBER | — |


## Private funds (13)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| BLUE POINT CAPITAL PARTNERS IV, L.P. | Private Equity Fund | Delaware | 57 | $481.5M | $1.0M |
| BLUE POINT CAPITAL PARTNERS V, L.P. | Private Equity Fund | Delaware | 372 | $396.3M | $1.0M |
| BLUE POINT CAPITAL PARTNERS V (A), LP | Private Equity Fund | Delaware | 25 | $182.7M | $1.0M |
| BLUE POINT CAPITAL PARTNERS IV (A), L.P. | Private Equity Fund | Delaware | 18 | $171.4M | $1.0M |
| BLUE POINT CAPITAL PARTNERS III, L.P. | Private Equity Fund | Delaware | 40 | $92.9M | $1.0M |
| BLUE POINT CAPITAL PARTNERS III (A), L.P. | Private Equity Fund | Delaware | 19 | $35.0M | $1.0M |
| BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, LP | Private Equity Fund | Delaware | 40 | $30.8M | $100K |
| BLUE POINT CAPITAL PARTNERS III (B), L.P. | Private Equity Fund | Delaware | 2 | $24.0M | $1.0M |
| BLUE POINT CAPITAL PARTNERS IV EXECUTIVE FUND, L.P. | Private Equity Fund | Delaware | 28 | $11.0M | $100K |
| BLUE POINT CAPITAL PARTNERS II, L.P. | Private Equity Fund | Delaware | 52 | $8.6M | $1.0M |
| BLUE POINT CAPITAL PARTNERS III EXECUTIVE FUND, L.P. | Private Equity Fund | Delaware | 29 | $4.8M | $100K |
| BLUE POINT CAPITAL PARTNERS II (B), L.P. | Private Equity Fund | Delaware | 2 | $3.9M | $1.0M |
| BLUE POINT CAPITAL PARTNERS II EXECUTIVE FUND, L.P. | Private Equity Fund | Delaware | 26 | $392K | $100K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHARLOTTE | NC | 2 | 704-347-1111 |
| CHARLOTTE | NC | 2 | 704-347-1111 |


## Fund service providers (1)

- administrator: PETRA FUNDS GROUP — 10 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157031/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157031/similar
- Related entities: https://search.stillhousedata.com/firm/157031/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157031

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.