BLUEPRINT PARTNERS LLC
Adviser information for BLUEPRINT PARTNERS LLC last updated from Form ADV on January 31st, 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 | Michigan, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 308 | $195.1M |
| Total | 308 | $195.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 221 | $35.6M |
| HNW Individuals | 87 | $152.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 8 | $7.5M |
| 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 | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-120502 |
|---|---|
| SEC ERA File Number | 801-120502 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312902 |
| Legal Entity Identifier | None |
Principal Office
10238 E CHERRY BEND RDTRAVERSE CITY
MI
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: (231) 668-4147, Fax: None
Websites
Chief Compliance Officer
CHRISTOPHER DALE MILLWARD
MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
10238 E CHERRY BEND RD
TRAVERSE CITY
MI
United States
Tel:
(231) 668-4147
C****@***************Y
(Full email address available in API data)
Regulatory Contact
JONATHAN ERIK GRUBER
MANAGING PARTNER
10238 E CHERRY BEND RD
TRAVERSE CITY
MI
United States
Tel:
(231) 668-4147
E***@***************Y
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MILLWARD, CHRISTOPHER, DALE | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 02/2021 | 50-75% |
| GRUBER, JONATHAN, ERIK | Individual | – | MANAGING PARTNER | 02/2021 | 50-75% |