Bluepointe Capital Management, LLC

BluePointe Capital Management, LLC is an SEC-registered investment adviser based in Menlo Park, CA, established in 2006. The firm offers investment management and consulting services to various clients, including individuals, high net worth individuals, charitable organizations, trusts, estates, private funds, pension plans, and other businesses. BluePointe Capital provides tailored investment advice based on individual client needs, managing portfolios with a range of investments such as securities, mutual funds, ETFs, and private equity. The firm may recommend the use of independent investment managers for certain investments and monitors their performance. BluePointe Capital charges asset-based fees and flat fees, with no minimum account size requirement but generally imposes a minimum annual fee of $10,000. The firm may aggregate client orders for best execution and recommends clients establish accounts with Schwab or Fidelity for custody and brokerage services. BluePointe Capital does not vote proxies on behalf of clients and does not require advance payment of fees exceeding $1,200 per client. The firm has no reportable disciplinary events and maintains a Code of Ethics to ensure ethical business conduct. BluePointe Capital does not vote proxies on behalf of clients and does not require advance payment of fees exceeding $1,200 per client. The firm has no reportable disciplinary events and maintains a Code of Ethics to ensure ethical business conduct.