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BluePointe Capital Management Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

BluePointe Capital Management operates as an independent, SEC-registered advisory firm based in Menlo Park, in the San Francisco Bay Area. It serves as a personal wealth manager for clients, guiding financial decision-making and developing investment strategies aligned with individual goals. The firm concentrates on the financial needs of successful entrepreneurs and top executives, addressing issues such as generational wealth transfer, tax minimization, and hedging or monetizing concentrated stock positions. To preserve a high level of personalized service, it limits its client relationships to a small number. In April 2025, BluePointe Capital Management was acquired by Lido Advisors.

Find BluePointe Capital Management employees' phone numbers or email addresses

BluePointe Capital Management Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

BluePointe Capital Management's Leadership

  • Stylized image of a person
    M. O.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Principal
    Phone icon
    Mobile Phone

BluePointe Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from BluePointe Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. O.
    Owner
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    K. M.
    Principal
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is BluePointe Capital Management known for?

Minus sign iconPlus sign iconBluePointe Capital Management was founded in 2006 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-650-293-****
. Explore BluePointe Capital Management's company overview page for more information.

What is BluePointe Capital Management's most common email format?

Minus sign iconPlus sign iconBluePointe Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BluePointe Capital Management email formats with LeadIQ.

How many employees does BluePointe Capital Management have currently?

Minus sign iconPlus sign iconBluePointe Capital Management has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are BluePointe Capital Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, BluePointe Capital Management's key employees include:

  • Owner: M. O.
  • Principal: K. M.

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