Janice Mitsuko Osugi

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → 05/2025
  Bluepointe Capital Management, Llc
  San Mateo, CA
• 09/2012 → 07/2020
  Progress
  San Francisco, CA
• 08/2020 → 10/2021
  Unemployed
  San Francisco, CA
• 05/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2021-11-03 → 2025-06-06
  Bluepointe Capital Management, Llc
  Menlo Park, CA
• 2006-01-03 → 2007-08-03
  Credit Suisse Securities (Usa) Llc
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-10-28
• S63 Uniform Securities Agent State Law Examination
  2000-05-18

Designations

• Chartered Financial Analyst