{
  "crd_number": 301470,
  "slug": "blueprint-equity-management-llc-la-jolla-ca-301470",
  "primary_business_name": "BLUEPRINT EQUITY MANAGEMENT, LLC",
  "legal_name": "BLUEPRINT EQUITY MANAGEMENT, LLC",
  "dbas": [],
  "city": "La Jolla",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2021-03-29",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://crunchbase.com/organization/blueprint-equity",
    "https://linkedin.com/company/blueprint-equity",
    "https://onblueprint.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301470",
  "city_as_filed": "LA JOLLA",
  "url": "https://advisorcensus.com/firm/blueprint-equity-management-llc-la-jolla-ca-301470",
  "display_name": "Blueprint Equity Management, LLC",
  "summary": "Blueprint Equity Management, LLC is an exempt reporting adviser in La Jolla, CA, filing reports since 2021. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Blueprint Equity Management, LLC (CRD 301470): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Blueprint Equity Management, LLC located?",
      "a": "Blueprint Equity Management, LLC's principal office is in La Jolla, CA, according to its Form ADV."
    },
    {
      "q": "How does Blueprint Equity Management, LLC report to regulators?",
      "a": "Blueprint Equity Management, LLC is an exempt reporting adviser, filing reports since 2021. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 301470."
    },
    {
      "q": "Does Blueprint Equity Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301470"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/blueprint-equity-management-llc-la-jolla-ca-301470.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301470",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}