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RIA / WealthAdvisor31 years in industry

SANJEEV SARDANA

Advisor at LIDO

LOS ANGELES, CA | East Palo Alto, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e2630ed0-0ddf-0628-3373-9bb91688ffbc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 2
Observed: May 14, 1998 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Sanjeev Sardana

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Sanjeev Sardana

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIDO
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 27, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Sep 27, 1994
First registration: May 14, 1998
Dual registered: no
Other names: SANJEEV (NMN) SARDANA
IAPD individual key: 2526055

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Lido	Independent wealth	Jun 3, 2025	n/a	yes	LOS ANGELES, CA\|East Palo Alto, CA	Current employment
BLUEPOINTE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jun 7, 2006	Jun 6, 2025	no	SAN MATEO, CA	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Jan 17, 2003	Jun 21, 2006	no	SAN FRANCISCO, CA	Previous registration
PERSHING LLC	n/a	May 14, 1998	Jan 17, 2003	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BLUEPOINTE CAPITAL MANAGEMENT, LLC	Lido	Jun 6, 2025	Jun 3, 2025	-3	Firm change	RIA to RIA
CREDIT SUISSE SECURITIES (USA) LLC	BLUEPOINTE CAPITAL MANAGEMENT, LLC	Jun 21, 2006	Jun 7, 2006	-14	Firm change	Other
PERSHING LLC	CREDIT SUISSE SECURITIES (USA) LLC	Jan 17, 2003	Jan 17, 2003	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
140262:269866:CA:2025-06-06	Jun 6, 2025	Jun 3, 2025	SAN MATEO, CA	Firm change

Relationships

Registered with (4)

→ LIDORegistered adviserregistration: current employment
Jun 3, 2025 to presentfactForm ADV
→ BLUEPOINTE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 7, 2006 to Jun 6, 2025factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Jan 17, 2003 to Jun 21, 2006factForm ADV
→ PERSHING LLCRegistered adviserregistration: previous registration
May 14, 1998 to Jan 17, 2003factForm ADV

Dated events

Occurred
Jun 6, 2025
Advisor changed firm
Sanjeev Sardana left Bluepointe Capital Management, Llc for Lido (registered 2025-06-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e2630ed0-0ddf-0628-3373-9bb91688ffbc
First observed: May 14, 1998
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SANJEEV SARDANA

Advisor at LIDO

LOS ANGELES, CA | East Palo Alto, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e2630ed0-0ddf-0628-3373-9bb91688ffbc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:34 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Lido

Independent wealth

Jun 3, 2025

n/a

yes

LOS ANGELES, CA|East Palo Alto, CA

Current employment

BLUEPOINTE CAPITAL MANAGEMENT, LLC

Former SEC adviser

Jun 7, 2006

Jun 6, 2025

SAN MATEO, CA

Previous registration

CREDIT SUISSE SECURITIES (USA) LLC

Former SEC adviser

Jan 17, 2003

Jun 21, 2006

SAN FRANCISCO, CA

Previous registration

PERSHING LLC

n/a

May 14, 1998

Jan 17, 2003

SAN FRANCISCO, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BLUEPOINTE CAPITAL MANAGEMENT, LLC

Lido

Jun 6, 2025

Jun 3, 2025

-3

Firm change

RIA to RIA

CREDIT SUISSE SECURITIES (USA) LLC

BLUEPOINTE CAPITAL MANAGEMENT, LLC

Jun 21, 2006

Jun 7, 2006

-14

Firm change

Other

PERSHING LLC

CREDIT SUISSE SECURITIES (USA) LLC

Jan 17, 2003

Bulk transfer

Other

Team

Left

Joined

From

Kind

140262:269866:CA:2025-06-06

Jun 6, 2025

Jun 3, 2025

SAN MATEO, CA

Firm change