Blue Point Financial, Inc.
● SEC registered since 2025CRD 299688SEC# 801-132922Scarborough, ME
Reg. AUM
$152.7M
Employees
3
Accounts
504
Location
Scarborough, ME
Blue Point Financial, Inc. assets under management
Blue Point Financial, Inc. is an SEC-registered investment adviser based in Scarborough, ME. The firm has been registered since 2025. It reports $152.7 million in regulatory assets under management and employs 3 people.
Blue Point Financial, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Tyler Beauregard Control | Cco/Secretary | Over 75% | 2018 |
| Timothy Arthur O'Halloran Control | President | 25-50% | 2018 |
Frequently asked questions
How much does Blue Point Financial, Inc. manage?
Blue Point Financial, Inc. reports $152.7 million in regulatory assets under management on its Form ADV.
How many employees does Blue Point Financial, Inc. have?
Blue Point Financial, Inc. reports 3 employees.
Where is Blue Point Financial, Inc. located?
Blue Point Financial, Inc. is based in Scarborough, ME and has been SEC-registered since 2025.
Does Blue Point Financial, Inc. disclose fund performance?
Blue Point Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 243 Us-1, Scarborough, ME 04074 |
| Phone | 207-883-2009 |
| Fax | 207-883-5034 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$152.7M▲ 35%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$152.7Mregulatory AUM
Discretionary $142.4MNon-discretionary $10.2M