Investment adviser · CRD 157031

BLUE POINT CAPITAL PARTNERS LLC

Investment adviser filing (IA)

CLEVELAND, OH, United States · Form ADV filed Mar 20, 2026

Regulatory AUM: $1.44B
Client accounts: 13
Employees: 30
Advisory professionals: 18

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	13	$1,443,290,000	100.0%

Filing source

Form ADV 2063937 · Mar 20, 2026 · 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

24 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BLUE POINT CAPITAL PARTNERS IV, L.P.Private Equity Fund · Last reported Mar 20, 2026$482MGross asset value

Form D fundraising filings

BLUE POINT CAPITAL PARTNERS IV, L.P.

Fund administrator PETRA FUNDS GROUP NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP CLEVELAND, Ohio, United States

Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Marketer HARRIS WILLIAMS NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

HARRIS WILLIAMS
CRD 113930 · SEC 8-53380

Fund details & source

Fund ID: 805-8499984003
Reported beneficial owners: 57
Minimum commitment: $1M
Form D file number: 021-300225

Form ADV 2063937 · Mar 20, 2026 · 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.

BLUE POINT CAPITAL PARTNERS V, L.P.Private Equity Fund · Last reported Mar 20, 2026$396MGross asset value

Form D fundraising filings

BLUE POINT CAPITAL PARTNERS V, L.P.

Fund administrator PETRA FUNDS GROUP NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP CLEVELAND, Ohio, United States

Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Marketer HARRIS WILLIAMS NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

HARRIS WILLIAMS
CRD 113930 · SEC 8-53380

Fund details & source

Fund ID: 805-8286890787
Reported beneficial owners: 372
Minimum commitment: $1M
Form D file number: 021-425964

Form ADV 2063937 · Mar 20, 2026 · 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.

BLUE POINT CAPITAL PARTNERS V (A), LPPrivate Equity Fund · Last reported Mar 20, 2026$183MGross asset value

Form D fundraising filings

BLUE POINT CAPITAL PARTNERS V (A), L.P.

Fund administrator PETRA FUNDS GROUP NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP CLEVELAND, Ohio, United States

Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Marketer HARRIS WILLIAMS NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

HARRIS WILLIAMS
CRD 113930 · SEC 8-53380

Fund details & source

Fund ID: 805-3222753116
Reported beneficial owners: 25
Minimum commitment: $1M
Form D file number: 021-425965

Form ADV 2063937 · Mar 20, 2026 · 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.

BLUE POINT CAPITAL PARTNERS IV (A), L.P.Private Equity Fund · Last reported Mar 20, 2026$171MGross asset value

Form D fundraising filings

BLUE POINT CAPITAL PARTNERS IV (A), L.P.

Fund administrator PETRA FUNDS GROUP NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP CLEVELAND, Ohio, United States

Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Marketer HARRIS WILLIAMS NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

HARRIS WILLIAMS
CRD 113930 · SEC 8-53380

Fund details & source

Fund ID: 805-5823505043
Reported beneficial owners: 18
Minimum commitment: $1M
Form D file number: 021-300226

Form ADV 2063937 · Mar 20, 2026 · 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.

BLUE POINT CAPITAL PARTNERS III, L.P.Private Equity Fund · Last reported Mar 20, 2026$92.9MGross asset value

Form D fundraising filings

BLUE POINT CAPITAL PARTNERS III, L.P.

Fund administrator PETRA FUNDS GROUP NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP CLEVELAND, Ohio, United States

Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Marketer HARRIS WILLIAMS NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

HARRIS WILLIAMS
CRD 113930 · SEC 8-53380

Fund details & source

Fund ID: 805-1154123457
Reported beneficial owners: 40
Minimum commitment: $1M
Form D file number: 021-191879

Form ADV 2063937 · Mar 20, 2026 · 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.

BLUE POINT CAPITAL PARTNERS III (A), L.P.Private Equity Fund · Last reported Mar 20, 2026$35MGross asset value

Form D fundraising filings

BLUE POINT CAPITAL PARTNERS III (A), L.P.

Fund administrator PETRA FUNDS GROUP NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP CLEVELAND, Ohio, United States

Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Marketer HARRIS WILLIAMS NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

HARRIS WILLIAMS
CRD 113930 · SEC 8-53380

Fund details & source

Fund ID: 805-5282978236
Reported beneficial owners: 19
Minimum commitment: $1M
Form D file number: 021-191883

Form ADV 2063937 · Mar 20, 2026 · 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.

BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, LPPrivate Equity Fund · Last reported Mar 20, 2026$30.8MGross asset value

Form D fundraising filings

BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P.

Fund administrator PETRA FUNDS GROUP NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP CLEVELAND, Ohio, United States

Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Marketer HARRIS WILLIAMS NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

HARRIS WILLIAMS
CRD 113930 · SEC 8-53380

Fund details & source

Fund ID: 805-8108370056
Reported beneficial owners: 40
Minimum commitment: $100K
Form D file number: 021-425967

Form ADV 2063937 · Mar 20, 2026 · 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 20, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

127 PUBLIC SQUARE, SUITE 5100
CLEVELAND, OH, 44114, United States

CRD 157031

Filing source

Form ADV 2063937 · Mar 20, 2026 · 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.