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BLUEPOINTE CAPITAL MANAGEMENT, LLC

MENLO PARK, CA · CRD 140262 · IAPD ↗ · 650-293-4545

$838.1MRegulatory AUM
4Advisory reps
9Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2025 — BLUEPOINTE CAPITAL MANAGEMENT, LLC (MENLO PARK, CA) left the SEC roster (was $838.1M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2025 — BLUEPOINTE CAPITAL MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
October 2024 — BLUEPOINTE CAPITAL MANAGEMENT, LLC changed its website from bluepointecapital.com to bluepointeventures.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.