RIA Intelligence

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)

NameTypeTitle / StatusOwnershipControl
KELLY, LAUREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
KELLY, LAUREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
KELLY, LAUREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
KELLY, LAUREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
KELLY, LAUREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
KELLY, LAUREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
KELLY, LAUREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
KELLY, LAUREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
KELLY, LAUREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
KELLY, LAUREN, MARIEICHIEF COMPLIANCE OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF COMPLIANCE OFFICERNA Control
SWENSON, EDWARD, CHRISTYICHIEF COMPLIANCE OFFICERNA Control
DYNASTY FINANCIAL PARTNERS, LLCDEMANAGING MEMBERE Control
DYNASTY FINANCIAL PARTNERS, LLCDEMANAGING MEMBERE Control
HULL, MICHAEL, GRAFTONIMANAGING MEMBERD Control
HULL, MICHAEL, GRAFTONIMANAGING MEMBERD Control
HULL, MICHAEL, GRAFTONIMANAGING MEMBERD Control
HULL, MICHAEL, GRAFTONIMANAGING MEMBERD Control
HULL, MICHAEL, GRAFTONIMANAGING MEMBERD Control
HULL, MICHAEL, GRAFTONIMANAGING MEMBERD Control
HULL, MICHAEL, GRAFTONIMANAGING MEMBERD Control
HULL, MICHAEL, GRAFTONIMANAGING MEMBERD Control
HULL, MICHAEL, GRAFTONIMANAGING MEMBERD Control
HULL, MICHAEL, GRAFTONIMANAGING MEMBERD Control
HULL, PATRICK, FRANCISIMANAGING MEMBERD Control
HULL, PATRICK, FRANCISIMANAGING MEMBERD Control
HULL, PATRICK, FRANCISIMANAGING MEMBERD Control
HULL, PATRICK, FRANCISIMANAGING MEMBERD Control
HULL, PATRICK, FRANCISIMANAGING MEMBERD Control
HULL, PATRICK, FRANCISIMANAGING MEMBERD Control
HULL, PATRICK, FRANCISIMANAGING MEMBERD Control
HULL, PATRICK, FRANCISIMANAGING MEMBERD Control
HULL, PATRICK, FRANCISIMANAGING MEMBERD Control
HULL, PATRICK, FRANCISIMANAGING MEMBERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
PENNEY, SHIRL, THOMASIDYNASTY FINANCIAL PARTNERS, LLCC Control
PENNEY, SHIRL, THOMASIDYNASTY FINANCIAL PARTNERS, LLCC Control

Registrations

Federal

IA
Mar 30, 2018 REGISTERED

Notice Filings (4)

IL IN TX WI

Address

22 E MIFFLIN ST
SUITE 302
MADISON, WI 53703
United States
Phone: 608-828-6286