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 Advisers75.61%
- Investment Companies24.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Blueprint Investment Partners LLC is an institutional registered investment adviser organized as an LLC that registered with the SEC in 2016. The firm operates as a capital allocator serving primarily institutional clients and charges fees based on a percentage of AUM. Its advisory services include discretionary portfolio management for individuals/small businesses and for businesses or institutions, and it also performs selection of other advisers (sub‑adviser relationships). Blueprint lists affiliations with broker‑dealers, other investment advisers, and insurance companies. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds76%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
- US Government Bonds5%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 159Active vs passive
$1.1B in ETFs
70%
$769M
24%
$326M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BLUEPRINT CHESAPEAKE MULTI-ASSET TREND ETF (TFPN) | Active | Systematic Trend | $109M | 3,635,378 | 9.93% |
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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