BLUEPRINT EQUITY MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LA JOLLA, California
CRD number
301470
Registered since
March 29, 2021

Firm profile

FINTRX

Overview

Blueprint Equity Management, LLC is an SEC-registered investment adviser formed as a limited liability company in 2021. The firm is owned by an individual and is organized primarily to sponsor and operate pooled investment vehicles; its stated activities include acting as sponsor, general partner and managing member of those vehicles. Blueprint does not report being an active ESG investor, is not designated a multi-state adviser, and is classified as unclassified in the available snapshot — signaling a firm structure focused on fund management rather than a traditional retail/advisory practice.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • BOBBY OCAMPO

    Founder & Managing PartnerCRD 5388722

  • SHELDON LEWIS

    Founder and Managing PartnerCRD 5572848

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LA JOLLA, CA

SAN DIEGO

Location

LA JOLLA, CA

Headquartered in LA JOLLA, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
1025 Prospect St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth