Blueprint Fund Management
Firm details
- Headquarters
- Greensboro, North Carolina
- CRD number
- 306419
- Registered since
- December 12, 2019
- Website
- blueprintmutualfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Blueprint Fund Management is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves institutional clients and charges fees calculated as a percentage of assets under management. Its stated advisory activity centers on portfolio management for investment companies rather than retail wealth management or individual advisory relationships. Blueprint does not position itself as a capital allocator or an active ESG investor. The firm’s owner structure is listed as a combination of a domestic entity and an individual, and it maintains industry relationships with a broker-dealer, another investment adviser, and an insurance company.
Assets & Accounts
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
Owners & executives
1 of 1
Jonathan Robinson
Co-Founder & CEOCRD 4675026
Contacts
3 of 7
Mike Carlone
National Sales DirectorCRD 4796992
Rory Collins
MemberCRD 5417114

Brandon Langley
PresidentCRD 5965300
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greensboro, NC
Guilford
Location
Greensboro, NC
Headquartered in Greensboro, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Guilford
- Address
- 1175 Revolution Mill Dr
- Time zone
- ET (UTC-5)
- Office locations
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