Blueprint Local LLC

RIASEC RegisteredEst. 2024
Total AUM
$253M
Discretionary
$253M
100% of AUM
Avg account
$14.1M
Accounts
18
Employees
5
Advisory reps
4

Firm details

Headquarters
,
CRD number
312944
Registered since
July 29, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blueprint Local LLC is an SEC-registered institutional RIA organized as a limited liability company and registered in 2024. The firm primarily serves institutional clients and performs portfolio management for pooled investment vehicles. It also operates in sponsor/GP and managing-member roles for those vehicles, indicating direct involvement in fund governance and administration. Fee arrangements combine a percentage-of-AUM component with performance-based fees, a structure that aligns compensation with investment outcomes typical for private fund strategies. Blueprint Local does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant. Ownership is listed as a mix of a domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

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

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Client base

Client personas

Owners & executives

1 of 1
  • Edward Baird

    Edward Baird

    Chief Executive OfficerCRD 7209601

Contacts

3 of 3
  • Kevin Virgin

    Director of InvestmentsCRD 8255610

  • Halle Raisigel

    CRD 2167918

  • Constantine Pelos

    Constantine Pelos

    Managing DirectorCRD 1074631

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth