Investment adviser · CRD 160298
BLUEPOINT INVESTMENT COUNSEL, LLC
Investment adviser filing (IA)
MADISON, WI, United States · Form ADV filed Mar 30, 2018
- Regulatory AUM
- $125M Form ADV · Item 5.F
- Client accounts
- 162 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $85,833,483 | 68.9% |
| Retirement plans | Fewer than 5 | $34,744,423 | 27.9% |
| Corporations & businesses | Fewer than 5 | $3,960,117 | 3.2% |
| Individuals | Fewer than 5 | $0 | 0.0% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Charities | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1198078 · Mar 30, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
GREENPOINT TACTICAL INCOME FUNDOther Private Fund · Last reported Mar 30, 2015$32MGross asset value
Form D fundraising filings
Greenpoint Tactical Income Fund LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-2430512701
- Reported beneficial owners
- 16
- Minimum commitment
- $250K
- Form D file number
- 021-199128
Form ADV 888929 · Mar 30, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GREENPOINT REAL ESTATE DEVELOPMENT FUNDReal Estate Fund · Last reported Mar 30, 2015$4.8MGross asset value
Form D fundraising filings
Greenpoint Real Estate Development Fund
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-4747819826
- Reported beneficial owners
- 5
- Minimum commitment
- $250K
- Form D file number
- 021-197486
Form ADV 888929 · Mar 30, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GREENPOINT MITTELSTAND FUNDVenture Capital Fund · Last reported Mar 30, 2015$3.79MGross asset value
Form D fundraising filings
Greenpoint Global Mittelstand Fund I LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-5167468638
- Reported beneficial owners
- 4
- Minimum commitment
- $250K
- Form D file number
- 021-209210
Form ADV 888929 · Mar 30, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
22 E MIFFLIN ST, SUITE 302MADISON, WI, 53703, United States
CRD 160298
Filing source
Form ADV 1198078 · Mar 30, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.