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BLUEPOINTE CAPITAL MANAGEMENT, LLC
MENLO PARK, CA
650-293-4545
SEC #801-66670Total AUM
$838.1M
Employees
9Clients
146Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1300 EL CAMINO REAL
SUITE 100
MENLO PARK
CA 94025
United States
SUITE 100
MENLO PARK
CA 94025
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
650-293-4545
Financials
Total AUM
$838.1M
Accounts
359Discretionary
$523M
Accounts
274Non-Discretionary
$315.1M
Accounts
85
Clients
Individual Clients
15AUM
$7.4M
HNW Individual Clients
90AUM
$737.5M
Pooled Vehicle Clients
2AUM
$2.1M
Pension/Profit Sharing Plan Clients
1AUM
$1M
Charitable Organization Clients
23AUM
$10.8M
Corporation or Business Clients
15AUM
$79.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.