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Janice Mitsuko Osugi

Bluepointe Capital Management, LLC

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About Janice Mitsuko Osugi

Janice Mitsuko Osugi is a financial advisor with Bluepointe Capital Management, LLC. Janice has been in the industry since 2000 and holds Series 7 and Series 66 securities licenses. Janice is a Chartered Financial Analyst (CFA) and specializes in investment consulting. Janice currently serves clients such as charitable organizations, corporations, high net worth individuals, pooled investment vehicles, and individuals other than high net worth individuals. Prior to Bluepointe Capital Management, LLC Janice worked at CREDIT SUISSE SECURITIES (USA) LLC and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION.

Firm Information

Janice Osugi is currently registered with Bluepointe Capital Management, LLC. 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.

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Janice Osugi’s Registration & Firm History

CA

11/03/2021 - Present

Bluepointe Capital Management, LLC (MENLO PARK CA)

CA

05/10/2001 - 08/03/2007

CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)

NJ

03/17/2000 - 01/17/2003

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 10/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Janice Mitsuko Osugi.
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