Menlo Park RIA with Over $870M in RAUM and Tech Entrepreneur & Executive Niche
Lido Advisors, a leading wealth advisory firm with over $29 billion in RAUM*, announced today that it will be partnering with BluePointe Capital Management, a Menlo Park-based RIA focused on serving the specialized needs of sophisticated technology industry entrepreneurs and executives.
According to Lido CEO Jason Ozur, BluePointe’s growth mindset and uncompromising fiduciary commitment made the independent, fee-only advisory firm with over $870 million in RAUM*an ideal partner. “They have deep roots and a keen understanding of clients at the heart of one of the world’s foremost innovation and wealth creation centers,” said Ozur. “These qualities are at the core of Lido’s ethos and serve as the foundation of what promises to be a fruitful partnership.”
BluePointe’s entire team will join Lido, including BluePointe Founder & CEO, Sanjeev Sardana, who will become a partner. The firm has offered greater Silicon Valley entrepreneurs and executives comprehensive wealth management services, including pre-liquidity event planning, sophisticated alternative investment strategies and customized solutions to help clients preserve wealth and optimize their legacies.
“Our mission is to work with thriving tech entrepreneurs and executives to relish their successes while safeguarding their financial futures,” said Sanjeev. “By leveraging Lido’s deep bench and comprehensive family office approach to wealth management, we are excited to enhance our impact on our clients’ financial lives and enter an exciting new chapter of growth.”
