Bluepointe Capital Management, LLC

Bluepointe Capital Management, LLC (CRD# 140262) is a financial advisory firm headquartered in Menlo Park, CA. They manage $641,799,123 in 277 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    642
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $2,316,964
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
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
Laura J. Braverman
CRD#: 2046140
1300 El Camino Real, Suite 100, Menlo Park, CA 94025

Laura Braverman (CRD# 2046140) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in Menlo Park, CA and has over 22 years of experience in the finance industry.

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

Sanjeev Sardana (CRD# 2526055) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in San Mateo, CA and has over 29 years of experience in the finance industry.

3
Christian S. Tiscareno
CRD#: 6559378
1300 El Camino Real, Suite 100, Menlo Park, CA 94025

Christian Tiscareno (CRD# 6559378) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in Menlo Park, CA and has over 8 years of experience in the finance industry.

4
Janice M. Osugi
CRD#: 4012340
1300 El Camino Real, Suite 100, Menlo Park, CA 94025

Janice Osugi (CRD# 4012340) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in Menlo Park, CA and has over 23 years of experience in the finance industry.

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