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).
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Total Assets Under Management642MILLION
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Total Number of Accounts277ACCOUNTS
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Average Account Value$2,316,964
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
CA
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.
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.
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.
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.