BLUEPRINT CAPITAL ADVISORS LLC
Firm details
- Headquarters
- SHORT HILLS, New Jersey
- CRD number
- 282327
- Registered since
- September 15, 2017
- Website
- blueprintllc.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds46%
- Private Funds38%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2VALERIE MARTIN
Chief Compliance OfficerCRD 2365003
JACOB WALTHOUR
Chief Executive OfficerCRD 2587004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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