BLUE POINT CAPITAL PARTNERS LLC is a Cleveland, Ohio based financial advisory firm with nearly $1,430,171,000 in assets under management and provides investment advisory services for 10 clients. There are currently 30 financial advisors at the firm.
General Information |
| Firm CRD#: | 157031 | |
| SEC#: | 801-74117 | |
| Assets under Management: | $1,430,171,000 | |
| No. of Clients: | 10 | |
| No. of Advisors: | 30 | |
| Advisory Services Provided: | Portfolio Management for Pooled Investment | |
| Fee Structure: | A percentage of AUM, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BUCKINGHAM CAPITAL MANAGEMENT, INC. | 117984 | 801-61296 | 2953 | 16 | $785,574,025 |
| THE J. ARNOLD WEALTH MANAGEMENT CO., LLC | 159710 | 801-118114 | 1787 | 7 | $244,534,453 |
| CAMELOT PORTFOLIOS, LLC | 145918 | 801-70932 | 1321 | 8 | $425,419,059 |
| FIDATO WEALTH LLC | 158173 | 801-108417 | 981 | 11 | $311,121,485 |
| BOWLING PORTFOLIO MANAGEMENT LLC | 133488 | 801-63696 | 786 | 6 | $554,781,105 |
| MERIDIAN CAPITAL MANAGEMENT GROUP, INC. | 136583 | 801-117577 | 661 | 4 | $142,504,338 |
| SUMMIT CAPITAL INC. | 121335 | 801-122654 | 645 | 4 | $196,873,937 |
| ADVANCED ASSET MANAGEMENT ADVISORS, INC. | 119859 | 801-61760 | 592 | 8 | $799,318,759 |
| TW ADVISORS | 117295 | 801-60709 | 490 | 4 | $269,549,819 |
| RICHWOOD INVESTMENT ADVISORS, LLC | 153550 | 801-121520 | 391 | 2 | $120,312,261 |
| CHAPMAN & CHAPMAN ADVISORS LLC | 122655 | 801-121327 | 385 | 3 | $131,760,244 |
| EICHNER INVESTMENT PLANNING, LLC | 128215 | 801-113004 | 249 | 1 | $445,869,537 |
| ASSET MANAGEMENT ADVISORY GROUP LLC | 140176 | 801-67384 | 45 | 1 | $107,100,309 |
| ACCOLADE ASSET/LIABILITY ADVISORY SERVICES | 145635 | 801-68695 | 39 | 4 | $1,356,862,430 |
| ROCKBRIDGE CAPITAL, LLC | 161078 | 801-74104 | 20 | 74 | $3,502,674,069 |
| GLASFUNDS, LLC | 150884 | 801-119167 | 2 | 11 | $1,232,048,000 |