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 formed as an LLC and SEC-registered in 2016. The firm operates primarily as a capital allocator for institutional clients and provides portfolio management services for individuals, small businesses and institutions. It also conducts selection of other advisers, indicating a willingness to allocate to third-party managers. Blueprint charges fees as a percentage of assets under management and is not identified as an active ESG investor. Firm filings list adjacent industry affiliations with a broker-dealer, another investment adviser, and an insurance company. The adviser does not act as a pension consultant, is not reported as a related adviser, and its registration flags do not indicate multi-state adviser status.
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
1 of 1
Jonathan Robinson
Co-Founder & CEOCRD 4675026
Contacts
3 of 6
Brandon 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 161Active vs passive
$1B in ETFs
69%
$709M
26%
$318M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BLUEPRINT CHESAPEAKE MULTI-ASSET TREND ETF (TFPN) | Active | Global Allocation | $113M | 3,595,021 | 11.03% |
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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