Unclaimed Profile

Prashant Kalidindi

BLUEPOINTE CAPITAL MANAGEMENT, LLC·SAN MATEO, California

Series 65Clean record18 years registeredBLUEPOINTE CAPITAL MANAGEMENT, LLC

999 BAKER WAY, SAN MATEO, CA 94404CRD# 5543701Firm CRD# 140262

Profile Verification

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

Identity

Prashant Kalidindi · SAN MATEO, CA

Registration

CRD #5543701 · BLUEPOINTE CAPITAL MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLUEPOINTE CAPITAL MANAGEMENT, LLC

BLUEPOINTE CAPITAL MANAGEMENT, LLC

Jun 2008 – Apr 2022

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 17, 2008

Years registered · 18

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 Prashant Kalidindi offer?

Prashant Kalidindi specializes in Investment Management, Retirement Planning.

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, last registered with BLUEPOINTE CAPITAL MANAGEMENT, LLC.

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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