Bluepointe Capital Management, LLC

Bluepointe Capital Management, LLC (CRD# 140262) is a financial advisory firm headquartered in San Mateo, CA. They manage $374,914,263 in 208 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    375
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $1,802,472
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bluepointe Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Prashant Kalidindi
CRD#: 5543701
400 S. El Camino Real, Suite 760, San Mateo, CA 94402
93
Wealthminder
score

Prashant Kalidindi (CRD# 5543701) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in San Mateo, CA and has over 8 years of experience in the finance industry.

2
Sanjeev Sardana
CRD#: 2526055
400 S. El Camino Real, Suite 350, San Mateo, CA 94402
93
Wealthminder
score

Sanjeev Sardana (CRD# 2526055) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in San Mateo, CA and has over 22 years of experience in the finance industry.

3
Laura J. Thomas
CRD#: 2046140
400 S. El Camino Real, Suite 760, San Mateo, CA 94402
93
Wealthminder
score

Laura Thomas (CRD# 2046140) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in San Mateo, CA and has over 15 years of experience in the finance industry.

4
Robert F. Severo
CRD#: 6289701
400 S. El Camino Real, Suite 760, San Mateo, CA 94402
90
Wealthminder
score

Robert Severo (CRD# 6289701) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in San Mateo, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.