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 organized as an LLC and in operation since 2016. The firm acts as a capital allocator for institutional clients and charges fees based on a percentage of assets under management. Its advisory remit includes portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of other advisers—indicating active use of third-party managers. Blueprint is not positioned as an ESG-focused manager and reports affiliations with broker-dealers, other investment advisers and insurance companies. Ownership is described as a mix of domestic entity and individual owners. The firm operates with an institutional client orientation and presents itself as a manager that combines discretionary portfolio management with outsourced manager relationships.
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 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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