BLUEPOINTE CAPITAL MANAGEMENT, LLC

1300 El Camino Real
Suite 100
Menlo Park, California 94025
Tel: 650-293-4545

About BLUEPOINTE CAPITAL MANAGEMENT, LLC

BLUEPOINTE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as BLUEPOINTE CAPITAL MANAGEMENT, LLC. The firm was established in 05/01/2006. They have over 1 offices throughout the country.

BLUEPOINTE CAPITAL MANAGEMENT, LLC is a Menlo Park, California based Financial Planning firm with nearly $764,207,491 assets under management, offering retirement planning & investment advisory services to 324 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140262
SEC#	801-66670
Assets Managed by Firm	$764,207,491
No. of Clients	324
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Education seminars/workshops
Other (INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	324	$764,207,491
Individuals (other than high net worth individuals)	18	$8,401,805
High net worth individuals	81	$590,981,583
Pension and profit sharing plans	Fewer than 5 clients	$766,216
Charitable organizations	17	$8,355,462
Corporations or other businesses	17	$71,106,963

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