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Sanjeev Sardana

Lido

Los Angeles, CA

East Palo Alto, CA

CRD 2526055

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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:

Current Employers
Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-24
CA RA APPROVED 2025-06-03
TX RA APPROVED_RES 2025-06-03
  • FL RA
    APPROVED
    Since 2025-06-24
  • CA RA
    APPROVED
    Since 2025-06-03
  • TX RA
    APPROVED_RES
    Since 2025-06-03

Branch Locations

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

1950 University Avenue Suite 500A, East Palo Alto, CA 94303 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bluepointe Capital Management, Llc San Mateo CA 06/2006 05/2025
Lido Advisors, Llc Los Angeles CA 05/2025 Present
  • 06/2006 → 05/2025
    Bluepointe Capital Management, Llc
    San Mateo, CA
  • 05/2025 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Previous Registrations
  • 2006-06-07 → 2025-06-06
    Bluepointe Capital Management, Llc
    San Mateo, CA
  • 2003-01-17 → 2006-06-21
    Credit Suisse Securities (Usa) Llc
    San Francisco, CA
  • 1998-05-14 → 2003-01-17
    Pershing Llc
    San Francisco, CA
Other Businesses

1) Sansaar Holdings LLC (fka BluePointe Capital Management LLC) is a holding company for shares of company stock and private investments. Based in CA since 3/2006. Zero hours per month. No duties related to business. 2) Owner of long-term rental properties. San Carlos, CA since 2016 and San Mateo since 2018. Zero hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-24
S63 Uniform Securities Agent State Law Examination 1994-09-27
  • S65 Uniform Investment Adviser Law Examination
    1998-08-24
  • S63 Uniform Securities Agent State Law Examination
    1994-09-27
Other Names
  • Sanjeev (Nmn) Sardana

View on SEC IAPD

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