BLUEPOINTE CAPITAL MANAGEMENT, LLC
Adviser information for BLUEPOINTE CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 233 | $500.7M |
| Non-Discretionary | 91 | $263.5M |
| Total | 324 | $764.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 18 | $8.4M |
| HNW Individuals | 81 | $591.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 8 | $84.6M |
| Pension and profit sharing plans | <5 | $766,216 |
| Charitable organizations | 17 | $8.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 17 | $71.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 5 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)Educational seminars/workshopsINVESTMENT CONSULTING |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-66670 |
|---|---|
| SEC ERA File Number | 801-66670 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 140262 |
| Legal Entity Identifier | None |
Principal Office
1300 EL CAMINO REALSUITE 100
MENLO PARK
CA
United States
Monday - Friday, BY APPOINTMENT
Tel: 650-293-4545, Fax: 650-293-4541
Chief Compliance Officer
LAURA BRAVERMAN
CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER
1300 EL CAMINO REAL
SUITE 100
MENLO PARK
CA
United States
Tel:
650-293-4545
Fax:
650-293-4541
L****@********************M
(Full email address available in API data)
Regulatory Contact
SANJEEV SARDANA
MANAGING PARTNER
1300 EL CAMINO REAL
SUITE 100
MENLO PARK
CA
United States
Tel:
650-293-4545
Fax:
650-293-4541
S******@********************M
(Full email address available in API data)
Industry Affiliates
| BLUEPOINTE VENTURES SOF I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUEPOINTE VENTURES TECHFUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUEPOINTE VENTURES TECHFUND III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BLUEPOINTE VENTURES, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BLUEPOINTE DISTRESSED CREDIT FUND, LLC | FUND OF FUNDS | $0.6M | $0.1M | 23 |
| BLUEPOINTE PRIVATE EQUITY PARTNERS, LLC | FUND OF FUNDS | $0.7M | $0.1M | 17 |
| BLUEPOINTE VENTURES REF, L.P. | Real Estate Fund | $0.0M | $0.3M | 43 |
| BLUEPOINTE VENTURES SOF I, L.P. | Venture Capital Fund | $2.0M | $0.3M | 18 |
| BLUEPOINTE VENTURES TECHFUND I, LLC | Venture Capital Fund | $39.7M | $0.1M | 44 |
| BLUEPOINTE VENTURES TECHFUND II, L.P. | Venture Capital Fund | $14.1M | $0.1M | 40 |
| BLUEPOINTE VENTURES TECHFUND III, L.P. | Venture Capital Fund | $12.5M | $0.1M | 94 |
| BLUEPOINTE VENTURES TGF, L.P. | Venture Capital Fund | $7.0M | $0.3M | 28 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SARDANA, SANJEEV | Individual | – | MANAGING MEMBER | 06/2006 | > 75% |
| BRAVERMAN, LAURA, JOAN | Individual | – | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | 07/2006 | < 5% |