BLUEPRINT CAPITAL GROUP LLC

Overview

Blueprint Capital Group LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and adviser selection services. The firm operates as a capital allocator, directing client capital into liquid public markets while also making selective allocations to third‑party alternative managers. Fee arrangements are varied — percentage of AUM, hourly and fixed fees are all used — which supports both ongoing portfolio relationships and project‑based planning work. Advisory activity also includes educational workshops, indicating a client‑education component to the practice. The firm’s mandate shows a clear preference for equities as the primary return driver while retaining the flexibility to place clients into private equity and real estate funds when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices