BLUEPOINT INVESTMENT COUNSEL, LLC
CRD #160298 SEC #801-73033 MADISON, WI 608-828-6286
SEC Registered
Total AUM
$124.5M
Discretionary
$91.5M
Employees
4
Clients
0
Accounts
162
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KELLY, LAUREN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, LAUREN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, LAUREN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, LAUREN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, LAUREN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, LAUREN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, LAUREN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, LAUREN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, LAUREN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, LAUREN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENSON, EDWARD, CHRISTY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENSON, EDWARD, CHRISTY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| HULL, MICHAEL, GRAFTON | I | MANAGING MEMBER | D | Control |
| HULL, MICHAEL, GRAFTON | I | MANAGING MEMBER | D | Control |
| HULL, MICHAEL, GRAFTON | I | MANAGING MEMBER | D | Control |
| HULL, MICHAEL, GRAFTON | I | MANAGING MEMBER | D | Control |
| HULL, MICHAEL, GRAFTON | I | MANAGING MEMBER | D | Control |
| HULL, MICHAEL, GRAFTON | I | MANAGING MEMBER | D | Control |
| HULL, MICHAEL, GRAFTON | I | MANAGING MEMBER | D | Control |
| HULL, MICHAEL, GRAFTON | I | MANAGING MEMBER | D | Control |
| HULL, MICHAEL, GRAFTON | I | MANAGING MEMBER | D | Control |
| HULL, MICHAEL, GRAFTON | I | MANAGING MEMBER | D | Control |
| HULL, PATRICK, FRANCIS | I | MANAGING MEMBER | D | Control |
| HULL, PATRICK, FRANCIS | I | MANAGING MEMBER | D | Control |
| HULL, PATRICK, FRANCIS | I | MANAGING MEMBER | D | Control |
| HULL, PATRICK, FRANCIS | I | MANAGING MEMBER | D | Control |
| HULL, PATRICK, FRANCIS | I | MANAGING MEMBER | D | Control |
| HULL, PATRICK, FRANCIS | I | MANAGING MEMBER | D | Control |
| HULL, PATRICK, FRANCIS | I | MANAGING MEMBER | D | Control |
| HULL, PATRICK, FRANCIS | I | MANAGING MEMBER | D | Control |
| HULL, PATRICK, FRANCIS | I | MANAGING MEMBER | D | Control |
| HULL, PATRICK, FRANCIS | I | MANAGING MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PENNEY, SHIRL, THOMAS | I | DYNASTY FINANCIAL PARTNERS, LLC | C | Control |
| PENNEY, SHIRL, THOMAS | I | DYNASTY FINANCIAL PARTNERS, LLC | C | Control |
Registrations
Federal
IA
Mar 30, 2018 REGISTERED
Notice Filings (4)
IL IN TX WI
Address
22 E MIFFLIN STSUITE 302
MADISON, WI 53703
United States
Phone: 608-828-6286