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BLUEPRINT INVESTMENT PARTNERS LLC
CRD 170196File 801-108069
APPROVED
Filing as of Jul 30, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.