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Blue Point Investment Management

Blue Point Investment Management. CRD 148104

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CRD: 148104

Blue Point Investment Management

Baltimore, MD, 21209
4436008050
www.bluepointim.us/main
$79.2M Total AUM
$58.3M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Pioneer eagle
Established Date
10-29-2008
Office Locations
1

Office Locations

6115 Falls Road, Suite 101 Baltimore MD

About Blue Point Investment Management

Blue Point Investment Management is a Baltimore-based active manager offering equity-oriented growth portfolios with a global perspective. The firm builds separate-account model portfolios of individual securities using top-down screening and fundamental research, with an emphasis on capital appreciation and downside-risk management. Founded and led by portfolio manager Niall H. O'Malley; works with Schwab custody. Named a 2020 Five Star Wealth Manager.

Team overview

54 AVG AGE
$79.2M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Radial Pioneer Fusion catalyst Wave Legacy alpha Capital alpha

Client Personas

Crest vertex

Custodian

Delta optima

Investment Themes

Alpha Meridian Timber Prime legacy Frontier

Investment Vehicles

Alpha Pathway

Platform

Vector timber

Services

Vital ember North atlas Momentum

Technology

Value frontier

Owner & Executives

NIALL HUNTINGTON O'MALLEY

NIALL HUNTINGTON O'MALLEY

Investment Advisor, MANAGING DIRECTOR, PORTFOLIO MANAGER

CRD
#5583293
Ownership
75% or more
(918) 416-5216
pathway.north@alphacapital.com
in linkedin.com/in/wave-north

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $58,277,136 --
Non-Discretionary $20,944,441 --
Total $79,221,577 --

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Separately Managed Accounts

Total SMA Asset: $79,221,577

$79.2M Total SMA
Equity - Exchange:
39.6%
Cash:
60.4%
Asset class Assets Assets %
Equity - Exchange $2,845,494,317 39.6%
Cash $4,340,097,392 60.4%
Total $7,185,591,709 100.0%

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