Bluepointe Capital
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- BluePointe Capital Management is an SEC-registered independent advisory firm located in San Mateo, CA. We function as the personal wealth manager for each of our clients and serve as their primary resource for financial decision-making. We specialize in helping successful entrepreneurs expand their success into the realm of investments by developing investment strategies suited to each client's respective goals and needs. Our team of experts concentrates on the financial challenges facing top executives and explores solutions for issues such as generational wealth transfer and tax minimization, as well as hedging and monetization strategies for concentrated stock positions. We limit our practice to a small number of relationships with the ultimate goal of maintaining a high level of personalized professional service. Our personalized planning, sophisticated investment management approach, and firm commitment to the financial well-being of our clients distinguish BluePointe Capital as a leader in our industry. We understand that our clients' financial goals are inextricably tied to their life goals, and we take great pride in our role as stewards of their financial future.
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Headquarters:400 South El Camino Real , San Mateo, California, United States
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Phone Number: +1 650-293-4545
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Website: https://www.bluepointecapital.com
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Employees:8
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Revenue:$1 - 10M
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Legal Name:Bluepointe Capital
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Bluepointe Capital's Social Media
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| NAICS Code: 523110 |
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Frequently Asked Questions regarding Bluepointe Capital
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Where are Bluepointe Capital's Headquarters?
Bluepointe Capital's Headquarters are in 400 South El Camino Real ,San Mateo,California,United States
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What is Bluepointe Capital's phone number?
Bluepointe Capital's phone number is +1 650-293-4545
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What is Bluepointe Capital's official website?
Bluepointe Capital's official website is https://www.bluepointecapital.com
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What is Bluepointe Capital's Revenue?
Bluepointe Capital's revenue is $1 - 10M
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What is Bluepointe Capital's NAICS code?
Bluepointe Capital's NAICS code is 523110
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How many employees are working in Bluepointe Capital
Bluepointe Capital has 8 employees
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What is Bluepointe Capital's Industry?
Bluepointe Capital is in the industry of Investment Management
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Who is Bluepointe Capital's CEO?
Bluepointe Capital's CEO is Sanjeev Sardana