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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-29-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 73.6% is discretionary and 26.4% is non-discretionary.
The firm reports 1 advisory representatives and 32 clients, or 32 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on May 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
NIALL HUNTINGTON O'MALLEY
Investment Advisor, MANAGING DIRECTOR, PORTFOLIO MANAGER
- CRD
- #5583293
- Ownership
- 75% or more
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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
SMA allocation detail is available
Blue Point Investment Management has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.