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Prashant Kalidindi

BLUEPOINTE CAPITAL MANAGEMENT, LLC·SAN MATEO, California
Unclaimed Profile
999 BAKER WAY, SAN MATEO, CA 94404CRD# 5543701Firm CRD# 140262
01

About

Prashant Kalidindi is a registered financial advisor based in SAN MATEO, California, affiliated with BLUEPOINTE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
BLUEPOINTE CAPITAL MANAGEMENT, LLC
BLUEPOINTE CAPITAL MANAGEMENT, LLC
AUM
$764M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BLUEPOINTE CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5543701
Firm CRD# 140262
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Prashant Kalidindi offer?
Prashant Kalidindi specializes in Investment Management, Retirement Planning. Contact their office in SAN MATEO, California for a consultation.
What are Prashant Kalidindi's credentials?
Prashant Kalidindi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Prashant Kalidindi located?
Prashant Kalidindi is based in SAN MATEO, California, working with BLUEPOINTE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Prashant Kalidindi charge for services?
Prashant Kalidindi'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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Kristin Marijke Clinton
SAN MATEO, CA
Laura Joan Braverman
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Sanjeev Sardana
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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