SCARBOROUGH, MECRD 299688Latest ADV March 24, 2026
Blue Point Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Scarborough, ME. Its latest Form ADV filing, dated March 24, 2026, reports $153M in regulatory assets under management, 3 employees, 1 office, and 504 accounts.
Top client segmentIndividuals represent 63.6% of total clients.
Top client categories% of clientsClients
1
Individuals
63.6%
119
2
HNWI
36.4%
68
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of March 24, 2026
Discretionary93.3%
$142M
93% of total RAUM93.3%
Non-discretionary6.7%
$10M
7% of total RAUM6.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$153M
Total Accounts504
10Y AUM Change+$39M (+34.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee62:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.