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BLUEPRINT CAPITAL ADVISORS LLC
CRD 282327File 801-111679
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.79B
Top 25% of cohort (national)
Discretionary AUM
$365.0M
Non-discretionary $1.43B
Clients
9
9 accounts
Employees
8
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 15, 2017
- Principal office
- 1200 MORRIS TURNPIKE, SUITE 3005, SHORT HILLS, NJ, 07078
- Phone
- 2127862084
- Website
- HTTP://WWW.BLUEPRINTLLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.79B
- Discretionary AUM
- $365.0M
- Non-discretionary AUM
- $1.43B
- Discretionary accounts
- 5
- Non-discretionary accounts
- 4
- Total accounts
- 9
- AUM per client
- $198.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $600.0M |
| Other investment advisers | 3 | $825.0M |
| Pooled investment vehicles | 5 | $365.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — INVESTMENT ADVISORY FEE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.

