BLUEPRINT CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.8B
Discretionary
$365M
20% of AUM
Avg account
$199M
Accounts
9
Employees
8
Advisory reps
2

Firm details

Headquarters
SHORT HILLS, New Jersey
CRD number
282327
Registered since
September 15, 2017
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Other Investment Advisers46.09%
  • Charitable Organizations33.52%
  • Pooled Investment Vehicles20.39%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Blueprint Capital Advisors LLC is a private investment adviser that focuses on institutional mandates and pooled investment vehicles. The firm operates as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled vehicles and for businesses or institutions, as well as selection of other advisers. Fee arrangements include percentage-of-AUM fees alongside fixed fees and performance-based structures, indicating flexibility in how it charges institutional clients. Investment activity centers on fixed-income strategies, with a clear tilt toward investment‑grade corporate debt. At the same time, the firm is active in alternative investments—allocating to private equity, real estate and private credit—and it plays sponsor/GP/managing-member roles for pooled vehicles. Blueprint Capital Advisors LLC is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 46%, Private Funds 38%, Exchange Traded Equities 12%, Cash & Cash Equivalents 4%46%
  • Investment Grade Corp Bonds46%
  • Private Funds38%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • VALERIE MARTIN

    Chief Compliance OfficerCRD 2365003

  • JACOB WALTHOUR

    Chief Executive OfficerCRD 2587004

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SHORT HILLS, NJ

ESSEX

Location

SHORT HILLS, NJ

Headquartered in SHORT HILLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ESSEX
Address
1200 Morris Tpke
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth