BLUEPRINT INVESTMENT PARTNERS LLC
Firm details
- Headquarters
- GREENSBORO, North Carolina
- CRD number
- 170196
- Registered since
- July 8, 2016
- Website
- blueprintip.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers80.26%
- Investment Companies19.74%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Blueprint Investment Partners LLC is an SEC-registered investment adviser that has been active since 2016 and serves an institutional client base. The firm operates as a capital allocator and charges fees as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals, small businesses and institutions, and it also performs manager selection for third-party advisers. Blueprint does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds76%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
- US Government Bonds5%
- State & Local Bonds2%
Owners & executives
1 of 1JONATHAN ROBINSON
Co-Founder & CEOCRD 4675026
Contacts
3 of 6BRANDON LANGLEY
PresidentCRD 5965300
Gregory Gerhartz
Strategy ConsultantCRD 4680518
Mike Carlone
National Sales DirectorCRD 4796992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 122Active vs passive
$869M in ETFs
69%
$602M
26%
$268M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BLUEPRINT CHESAPEAKE MULTI-ASSET TREND ETF (TFPN) | Active | Global Allocation | $95.6M | 3,439,041 | 11.00% |
Location
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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