Blueprint Fund Management

RIASEC RegisteredEst. 2019
Total AUM
$340M
Discretionary
$340M
100% of AUM
Avg account
$170M
Accounts
2
Employees
9
Advisory reps
8

Firm details

Headquarters
Greensboro, North Carolina
CRD number
306419
Registered since
December 12, 2019
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jonathan Robinson

    Jonathan Robinson

    Co-Founder & CEOCRD 4675026

Contacts

3 of 7
  • Mike Carlone

    Mike Carlone

    National Sales DirectorCRD 4796992

  • Rory Collins

    MemberCRD 5417114

  • Brandon Langley

    Brandon Langley

    PresidentCRD 5965300

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth