Bluepoint Investment Counsel, LLC is a large advisory firm based in Madison. It manages $124.54 million of regulatory assets for 162 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Wisconsin.
Bluepoint Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and institutional consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bluepoint Investment Counsel, LLC is $124.54 million. The firm's AUM has grown by 21% since the beginning of its operation, and $1.71 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bluepoint Investment Counsel, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Bluepoint Investment Counsel is high net worth individuals with 52 clients and $85.83 million of assets under management. Among the 9 most similar advisory firms, Bluepoint Investment Counsel has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $85.83 million for 52 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Bluepoint Investment Counsel doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bluepoint Investment Counsel, LLC performs its advisory services is located at 22 E Mifflin St, Madison, WI 53703, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 608-828-6286. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at bluepointinvest.com.