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Bluepointe Capital Management, LLC

Headquartered in MENLO PARK, CA

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Firm Information

Bluepointe Capital Management, LLC is an investment advisor headquartered in Menlo Park, CA. The firm manages approximately $764 million in assets for high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Their services include portfolio management, investment consulting, and educational seminars.

Bluepointe Capital Management, LLC

1300 EL CAMINO REAL

MENLO PARK, CA 94025

$764.21M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

BLUEPOINTE CAPITAL MANAGEMENT, LLC has a total of 2 branch locations across the country.

Advisors at Bluepointe Capital Management, LLC

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Disclosures

There are no public disclosures for Bluepointe Capital Management, LLC.

Frequently Asked Questions (7)

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