Blueprint Local LLC

RIASEC RegisteredEst. 2024
Total AUM
$253M
Discretionary
$253M
100% of AUM
Avg account
$14.1M
Accounts
18
Employees
5
Advisory reps
2

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 investment adviser organized as a limited liability company; the firm registered with the SEC in 2024. Its client focus is institutional, and its advisory activity centers on portfolio management for pooled investment vehicles. Blueprint Local charges a combination of AUM-based fees and performance-linked fees, and it is identified as not being an active ESG investor. The firm is not structured as a capital allocator; instead it functions as an adviser and sponsor, serving in roles such as general partner and managing member of pooled vehicles. Blueprint Local is classified as unclassified in the snapshot data and is listed as owned by a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Edward Baird

    Edward Baird

    Chief Executive OfficerCRD 7209601

Contacts

1 of 1
  • Constantine Pelos

    Constantine Pelos

    Managing DirectorCRD 1074631

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth