Form D · Private Equity Fund

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

Cleveland, OH · CIK 0001897352

Offering snapshot reported Jul 24, 2023 · SEC filing

Reported sold: $31.1M
Investors reported: 42
Minimum accepted: $0
First sale: Dec 21, 2021

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 42

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 24, 2023	Amendment	$31,127,161	No comparison	42	SEC filing
Dec 20, 2021	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-425967

The General Partner of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests.

For Item 12, Sixpoint is relying on exemptions for soliciting in states where it is not registered. Placement agent fees to be paid upon a fee schedule. Such fees will not require additional expenditure by the Issuer.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
SIXPOINT PARTNERS, LLC	146067

Source: Form D, filed Jul 24, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, LP

Investment adviser: BLUE POINT CAPITAL PARTNERS LLC

Gross asset value: $30.8M
Beneficial owners: 40
ADV minimum commitment: $100K

Reported in Form ADV on Mar 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2063937 · Mar 20, 2026 · Schedule D 7.B.(1), fund 805-8108370056

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Charles M. Chaikin	Executive, Promoter
John A. Lemay	Executive, Promoter
Julianne Marley	Executive, Promoter
Sean P. Ward	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

127 Public Square, Suite 5100
Cleveland, OH, 44114