BLUEPRINT FUND MANAGEMENT
BLUEPRINT FUND MANAGEMENT LLC Legal Name
Adviser information for BLUEPRINT FUND MANAGEMENT last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $218.8M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $218.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $218.8M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-117790 |
|---|---|
| SEC ERA File Number | 801-117790 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306419 |
| Legal Entity Identifier | None |
Principal Office
1250 REVOLUTION MILL DRIVESUITE 150
GREENSBORO
NC
United States
Monday - Friday, 8:00-5:00
Tel: 336-609-7522, Fax: None
Websites
Chief Compliance Officer
BRANDON LANGLEY
1250 REVOLUTION MILL DRIVE
SUITE 150
GREENSBORO
NC
United States
Tel:
336-609-7522
B**************@**************M
(Full email address available in API data)
Regulatory Contact
ANDREA JOHNSON SWOPE
DIRECTOR OF ADVISOR EXPERIENCE
1250 REVOLUTION MILL DRIVE
SUITE 150
GREENSBORO
NC
United States
Tel:
704-712-2900
A*************@***************M
(Full email address available in API data)
Industry Affiliates
| BLUEPRINT FINANCIAL ADVISORS | Other investment adviser, including financial planners |
| BLUEPRINT INVESTMENT PARTNERS LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BLUEPRINT PARTNERS FUND | Domestic Entity | – | MEMBER | 11/2019 | > 75% |
| MAYES, R, THOMAS | Individual | BLUEPRINT PARTNERS FUND | MEMBER | 11/2019 | 25-50% |
| LANGLEY, BRANDON, SCOTT | Individual | BLUEPRINT PARTNERS FUND | MEMBER | 11/2019 | 25-50% |
| ROBINSON, JONATHAN, DAVID | Individual | BLUEPRINT PARTNERS FUND | MEMBER | 11/2019 | 25-50% |
| LANGLEY, BRANDON, SCOTT | Individual | – | CCO | 11/2019 | < 5% |
| Murray, Jay | Individual | – | MEMBER | 10/2019 | 5-10% |
| COLLINS, RORY, RICHARD | Individual | – | MEMBER | 10/2019 | 5-10% |