{ "crd_number": 170196, "slug": "blueprint-investment-partners-llc-greensboro-nc-170196", "primary_business_name": "BLUEPRINT INVESTMENT PARTNERS LLC", "legal_name": "BLUEPRINT INVESTMENT PARTNERS LLC", "dbas": [], "city": "Greensboro", "state": "NC", "country": "United States", "cbsa_code": "24660", "metro": { "cbsa_code": "24660", "common_name": "Greensboro", "msa_name": "Greensboro-High Point, NC", "path": "/advisors/nc/greensboro" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-07-08", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-07-30", "carried_forward": false, "raum_total": 1778629213.0, "raum_discretionary": 1481847611.0, "raum_non_discretionary": 296781602.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 9, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": { "investment_companies": { "raum": 433777705.0, "count": 2 }, "other_investment_advisers": { "raum": 1344851508.0, "count": 11 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "NC", "NJ", "TX" ], "websites": [ "https://blueprintip.com", "https://linkedin.com/company/blueprint-investment-partners", "https://twitter.com/BLUEPRINT_IP" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170196", "city_as_filed": "GREENSBORO", "url": "https://advisorcensus.com/firm/blueprint-investment-partners-llc-greensboro-nc-170196", "display_name": "Blueprint Investment Partners LLC", "summary": "Blueprint Investment Partners LLC is an SEC-registered investment advisory firm in Greensboro, NC, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.", "citation": "AdvisorCensus. Blueprint Investment Partners LLC (CRD 170196): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Blueprint Investment Partners LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Blueprint Investment Partners LLC reports these compensation arrangements: a percentage of assets under its management." }, { "q": "Where is Blueprint Investment Partners LLC located?", "a": "Blueprint Investment Partners LLC's principal office is in Greensboro, NC, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Blueprint Investment Partners LLC registered with the SEC or a state?", "a": "Blueprint Investment Partners LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 170196." }, { "q": "How much does Blueprint Investment Partners LLC manage?", "a": "Blueprint Investment Partners LLC reports $1,778,629,213 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (83% discretionary)." }, { "q": "How have Blueprint Investment Partners LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Blueprint Investment Partners LLC: Regulatory assets under management: $337,003,180 in the October 2021 data and $1,778,629,213 in the October 2026 data, up 428%. Total employees: 10 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Blueprint Investment Partners LLC serve?", "a": "By number of clients on Form ADV Item 5.D: other investment advisers (11); investment companies (2)." }, { "q": "Which custodians does Blueprint Investment Partners LLC use?", "a": "Blueprint Investment Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and U.S. Bancorp Investments, Inc. as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Blueprint Investment Partners 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 SEC record: https://adviserinfo.sec.gov/firm/summary/170196" }, { "q": "What changed in Blueprint Investment Partners LLC's recent Form ADV filings?", "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 337003180.0, "total_employees": 10, "filing_date": "2021-05-18" }, { "period": "2022-10-01", "regulatory_assets_under_management": 468346472.0, "total_employees": 10, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 533117068.0, "total_employees": 9, "filing_date": "2023-06-22" }, { "period": "2024-10-01", "regulatory_assets_under_management": 849444731.0, "total_employees": 15, "filing_date": "2024-07-08" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1227734071.0, "total_employees": 11, "filing_date": "2025-03-26" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1778629213.0, "total_employees": 9, "filing_date": "2026-07-30" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Regulatory assets under management went from $1,227,734,071 to $1,869,878,667 (+52%)." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in CT, IL, MN, PA, SC." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "U.S. Bancorp Investments, Inc.", "name_as_filed": "U.S. BANCORP INVESTMENTS, INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/blueprint-investment-partners-llc-greensboro-nc-170196.md", "clients": [ { "type": "investment_companies", "label": "Investment companies", "count": 2, "fewer_than_5": false, "raum": 433777705.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 11, "fewer_than_5": false, "raum": 1344851508.0 } ], "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/170196", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }