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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

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 typeClientsAUM
Charitable organizations1$600.0M
Other investment advisers3$825.0M
Pooled investment vehicles5$365.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.