AdvisorCensus / Financial advisors / Blueprint Local LLC
Blueprint Local LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.
Quick answers
From the filingHow is Blueprint Local LLC compensated?
On its Form ADV (Item 5.E, October 2026), Blueprint Local LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does Blueprint Local LLC charge?
Its Form ADV Part 2A brochure dated April 17, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Blueprint Local LLC registered with the SEC or a state?
Blueprint Local LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 312944.
How much does Blueprint Local LLC manage?
Blueprint Local LLC reports $253,322,843 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary).
How have Blueprint Local LLC's assets and staff changed since 2021?
In the Form ADV data for Blueprint Local LLC: Regulatory assets under management: $173,391,590 in the October 2024 data and $253,322,843 in the October 2026 data, up 46%. Total employees: 5 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Blueprint Local LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (18).
Does Blueprint Local LLC report any disciplinary disclosures?
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/312944
What changed in Blueprint Local LLC's recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% to 2% a year (a range, as the brochure states it)
The brochure's wording
The management fee ranges between 1% and 2% per annum (or such other percentage specified in the offering documents of the applicable Fund) of the aggregate capital commitments of the limited partners in the Fund.
As stated in the firm's Form ADV Part 2A brochure dated April 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$253,322,843 as of October 2026, filing dated July 8, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $253,322,843 | 5 | July 8, 2026 |
| October 2025 | $196,873,591 | 5 | March 25, 2025 |
| October 2024 | $173,391,590 | 5 | June 28, 2024 |
| October 2023 | Not reported | Not reported | April 10, 2023 |
| October 2022 | Not reported | Not reported | August 10, 2022 |
| October 2021 | Not reported | Not reported | August 20, 2021 |
Regulatory assets under management: $173,391,590 in the October 2024 data and $253,322,843 in the October 2026 data, up 46%.
Total employees: 5 in October 2024 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- May 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $196,873,591 to $253,322,843 (+29%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Blueprint Local LLC (CRD 312944): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/blueprint-local-llc-312944