BluePointe Capital
BluePointe Capital

BluePointe Capital Information

Contact top employees from BluePointe Capital

Summary

BluePointe Capital is a private company that has been in the industry for 20 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Sanjeev Sardana. Its headquarters is located at San Mateo, California, USA. The number of employees ranges from 25 to 100. The annual revenue of BluePointe Capital varies between 5.0M and 25M. Total funding of the company - $1M. To connect with BluePointe Capital employee register on SignalHire.

Organization Website

bluepointecapital.com

Social Links

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Phone Number

650-293-4545

Industries

Headquarters Location

1300 El Camino Real, Menlo Park, California, 94025 US

Employees Size

1-10 employees

Specialties

Private Wealth Management, Portfolio Construction, Tax Minimization Strategies, Generational Wealth Transfer, Retirement Investing, Income Investing

SIC Code

6282, 6199

DMA Code

San Francisco Bay Area

Founded

2006

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
1994Privately
Held
25 - 100 33.9M $0
2008Privately
Held
100-200 < 1M $0

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at BluePointe Capital shows a diverse range of experience levels:
8% for 1–2 years17% for 3–4 years17% for 5–7 years17% for 8–10 years42% have over 11 years of service at BluePointe Capital
Contact top employees from BluePointe Capital
Janice Osugi
Director of Investment Strategy
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Rob Severo
Director, Risk & Analytics
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Stephen Portnoy
Client Services Manager
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Ashish Patel
Wealth Management Advisor
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FAQ

BluePointe Capital operates in the Finance industries. More details can be found on the official website: bluepointecapital.com.
The headquarters of BluePointe Capital are located in Menlo Park, United States.
The current CEO of BluePointe Capital is Sanjeev Sardana
You can contact BluePointe Capital by phone at 650-293-4545.
BluePointe Capital currently employs 1-10 people.
BluePointe Capital's revenue is approximately 15.4M.
Well-known competitors of BluePointe Capital include Greenwood & Moore, Inc. and One William Street Capital Management, L.P..

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