Lido Advisors to Partner with BluePointe Capital Management

Menlo Park RIA with Over $870M in RAUM and Tech Entrepreneur & Executive Niche

LOS ANGELES, April 22, 2025 /PRNewswire/ -- 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."

*Regulatory Assets Under Management [RAUM] as of December, 31, 2024.

About Lido Advisors
Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with over $29 billion in RAUM and 40 offices across the United States. The firm embraces an active approach to asset management focused on risk mitigation and access to alternative, core, and tactical investment strategies. Lido provides a family office experience to its clients with a deep commitment to personalized, comprehensive wealth planning and access to affiliated professionals providing bespoke tax, estate, and legacy solutions. Lido is focused on creating an innovative, high-touch client experience and becoming its clients' financial life partner. For more information, please visit www.lidoadvisors.com.

Media Contact
Sarah Tremallo
JConnelly for Lido Advisors
908.967.0381
stremallo@jconnelly.com

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SOURCE Lido Advisors