Unclaimed Profile

Sanjeev Sardana

BLUEPOINTE CAPITAL MANAGEMENT, LLC·MENLO PARK, California

Series 7, Series 63, Series 65Clean record28 years registeredBLUEPOINTE CAPITAL MANAGEMENT, LLC

1300 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 2526055Firm CRD# 140262

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sanjeev Sardana · MENLO PARK, CA

Registration

CRD #2526055 · BLUEPOINTE CAPITAL MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

LIDO

Jun 2025 – present

BLUEPOINTE CAPITAL MANAGEMENT, LLC

Jun 2006 – Jun 2025

SAN MATEO, CA

CREDIT SUISSE SECURITIES

Jan 2003 – Jun 2006

SAN FRANCISCO, CA

DONALDSON LUFKIN & JENRETTE SECURITIES CORPORATION

May 1998 – Jan 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 14, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEPOINTE CAPITAL MANAGEMENT, LLC

CRD 140262 · SEC 801-66670

AUM

$764M

Regulatory assets under management

Employees

324 client accounts

Services offered by BLUEPOINTE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at BLUEPOINTE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Sanjeev Sardana offer?

Sanjeev Sardana specializes in Investment Management, Retirement Planning. Contact their office in MENLO PARK, California for a consultation.

What are Sanjeev Sardana's credentials?

Sanjeev Sardana is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sanjeev Sardana located?

Sanjeev Sardana is based in MENLO PARK, California, working with BLUEPOINTE CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Sanjeev Sardana charge for services?

Sanjeev Sardana's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUEPOINTE CAPITAL MANAGEMENT, LLC?

BLUEPOINTE CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $764M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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