SEC filing record
Primary Source · SEC.gov

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

Fund Vehicle2021 vintageRule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7)Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

Raised

$31M

Investors

42

Min Invest

None stated

AltStreet Verified Issuer badge

Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.

What this filing shows

·

Every sentence is a value as filed on SEC Form D

BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P. is a Delaware limited partnership that first filed a Form D on December 20, 2021 and most recently amended it on July 24, 2023, describing itself as a private equity fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) and covers equity and pooled investment fund interests. BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P. reported $31,127,161 sold from 42 investors in an offering of indefinite size as of the Form D filed July 24, 2023. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names SIXPOINT PARTNERS, LLC (CRD 146067), associated with None as the recipient of sales compensation soliciting in AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, OR, RI, SD, TX, UT, VA, WA, WI, WY. The issuer's address of record is 127 Public Square, Suite 5100, Cleveland, OH 44114.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001897352
Entity NameBLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P.
ExemptionRule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(1) of the Investment Company Act: the fund is excluded from investment-company registration because it has no more than 100 beneficial owners. Section 3(c)(7) of the Investment Company Act: the fund is excluded from investment-company registration because every investor is a qualified purchaser, generally an individual with at least $5 million in investments or an institution with at least $25 million.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer Address127 Public Square, Suite 5100, Cleveland, OH 44114
Phone(216) 535-4700
Industry / Fund TypePooled Investment Fund · Private Equity Fund
Investment Company ActExcluded under Section 3(c)(1) (100 beneficial owners or fewer) and Section 3(c)(7) (qualified purchasers only) (both boxes checked on the filing)
Securities TypeEquity, Pooled investment fund interests
First Sale DateDecember 21, 2021
Filing DateJuly 24, 2023
Accession Number0001897352-23-000001
Total Offering AmountIndefinite
Total Amount Sold$31,127,161
Total Investors42
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)OH
Amendment Count2 filings on record

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

In the Terminal

Filing events

0

none on file

Critical / warning

0 / 0

0 watch · 0 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

lapsed

Open in the terminal Watch this issuerInvestor $149/mo unlocks the values; Pro $349/mo adds the universe.

Fund family Part of the BLUE POINT CAPITAL PARTNERS EXECUTIVE FUND family: 2 vehicles across 2 generations · adviser of record Blue Point Capital Partners LLC · full family and the filing behind each link in the terminal

Investor

  • The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

Pro

  • This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
  • The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV

Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…

Adviser of Record (Form ADV)

Blue Point Capital Partners LLC

CRD 157031 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a private equity fund

Auditor named on Form ADV: Deloitte & Touche LLP · PCAOB-registered per the adviser

From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

CHARLES M. CHAIKIN

Executive Officer, Promoter · CLEVELAND, OH

JOHN A. LEMAY

Executive Officer, Promoter · CLEVELAND, OH

JULIANNE A. MARLEY

Executive Officer, Promoter · CLEVELAND, OH

SEAN P. WARD

Executive Officer, Promoter · CLEVELAND, OH

Placement Agents and Sales Compensation (Form D)

Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.

SIXPOINT PARTNERS, LLCCRD 146067 on BrokerCheck

Associated broker-dealer: None · NEW YORK, NY · Soliciting in AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, OR, RI, SD, TX, UT, VA, WA, WI, WY

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

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P.?

BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P. is a Delaware limited partnership that filed a Form D with the SEC on July 24, 2023 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) for an offering of equity and pooled investment fund interests.

Is BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P. legit?

AltStreet does not rate legitimacy; it reports the public record. BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P. filed a Form D with the SEC on July 24, 2023 claiming Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $31,127,161 sold to 42 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P. registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P. claimed Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P. raised?

BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P. reported $31,127,161 sold from 42 investors in an offering of indefinite size as of the Form D filed July 24, 2023.

Who can invest in BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P.?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.

What is the minimum investment in BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P.?

The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.

Who is selling BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P. and how are they paid?

The Form D names SIXPOINT PARTNERS, LLC (CRD 146067), associated with None as the recipient of sales compensation soliciting in AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, OR, RI, SD, TX, UT, VA, WA, WI, WY.

Who is behind BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P.?

The Form D lists 4 related persons: CHARLES M. CHAIKIN, executive officer, promoter; JOHN A. LEMAY, executive officer, promoter; JULIANNE A. MARLEY, executive officer, promoter; SEAN P. WARD, executive officer, promoter. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P. located?

The issuer's address on its SEC filings is 127 Public Square, Suite 5100, Cleveland, OH 44114. Its phone number of record is (216) 535-4700. It is organized under the laws of Delaware.

How long is the BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P. offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.

How large is BLUE POINT CAPITAL PARTNERS V EXECUTIVE FUND, L.P.?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

AltStreet Verified Issuer badge

Is this your company or fund?

Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.

Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.

Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.