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BLUEPRINT INVESTMENT PARTNERS LLC
CRD 170196 · SEC 801-108069
1175 REVOLUTION MILL DR., SUITE 2, GREENSBORO, NC, 27405, United States
Phone
336-609-7522
Fax
336-510-9369
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.87B
Discretionary AUM
$1.75B
Team
9 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $369.1M |
| Other investment advisers | 12 | $1.50B |
States served
NJ, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD