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BLUEPRINT INVESTMENT PARTNERS LLC
CRD 170196File 801-108069
APPROVED
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.78B
Top 25% of cohort (national)
Discretionary AUM
$1.48B
Non-discretionary $296.8M
Clients
13
18 accounts
Employees
9
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 8, 2016
- Principal office
- 1175 REVOLUTION MILL DR., SUITE 3, GREENSBORO, NC, 27405
- Phone
- 800-245-7339
- Website
- HTTPS://WWW.BLUEPRINTIP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.78B
- Discretionary AUM
- $1.48B
- Non-discretionary AUM
- $296.8M
- Discretionary accounts
- 12
- Non-discretionary accounts
- 6
- Total accounts
- 18
- AUM per client
- $136.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $433.8M |
| Other investment advisers | 11 | $1.34B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Clients | 14 | 13 | decreased by1 |
| Aug 1, 2026 | AUM | $1,869,878,667 | $1,778,629,213 | decreased by$91,249,454 |
| May 1, 2026 | Employees | 11 | 9 | decreased by2 |
| May 1, 2026 | Clients | 16 | 14 | decreased by2 |
| May 1, 2026 | AUM | $1,227,734,071 | $1,869,878,667 | increased by$642,144,596 |
| May 1, 2026 | Accounts | 17 | 18 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $468,346,472 | $1,227,734,071 | increased by$759,387,599 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 16 | 17 | increased by1 |
| Apr 1, 2022 | Clients | 15 | 16 | increased by1 |
| Apr 1, 2022 | AUM | $337,003,180 | $468,346,472 | increased by$131,343,292 |
| Apr 1, 2022 | Accounts | 18 | 16 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLUEPRINT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUEPRINT INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.