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Sanjeev Sardana

Bluepointe Capital Management, LLC

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About Sanjeev Sardana

Sanjeev Sardana is an investment advisor representative with Bluepointe Capital Management, LLC. Sanjeev has been in the industry since 1994 and is registered with the state of California. Sanjeev has a Series 63 and Series 65 license and is also a Series 7 licensed representative. Sanjeev has experience in various industries, including investment companies, pension and profit-sharing plans, and individuals other than high-net-worth individuals.

Firm Information

Sanjeev Sardana 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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Sanjeev Sardana’s Registration & Firm History

CA

01/01/2025 - Present

Bluepointe Capital Management, LLC (SAN MATEO CA)

NY

05/10/2001 - 06/21/2006

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NJ

03/16/1998 - 01/17/2003

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

NY

08/31/1994 - 08/20/1996

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/24/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sanjeev Sardana.
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