BLUEPRINT INVESTING LLC
Adviser information for BLUEPRINT INVESTING LLC last updated from Form ADV on February 16th, 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 | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 251 | $302.0M |
| Non-Discretionary | 0 | $0 |
| Total | 251 | $302.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $796,534 |
| HNW Individuals | 41 | $301.2M |
| 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 | 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 | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-121378 |
|---|---|
| SEC ERA File Number | 801-121378 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 151422 |
| Legal Entity Identifier | None |
Principal Office
ONE SANSOME STREET35TH FLOOR
SAN FRANCISCO
CA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 415-963-9815, Fax: 415-966-2092
Websites
Chief Compliance Officer
RACHEL GARDNER
DIRECTOR OF OPERATIONS
ONE SANSOME STREET
35TH FLOOR
SAN FRANCISCO
CA
United States
Tel:
415-963-9815
Fax:
415-966-2092
R*******@******************M
(Full email address available in API data)
Regulatory Contact
ROBERT S. LEE
MANAGING DIRECTOR
ONE SANSOME STREET
35TH FLOOR
SAN FRANCISCO
CA
United States
Tel:
415-963-9815
Fax:
415-966-2092
B**@******************M
(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 |
|---|---|---|---|---|---|
| LEE, ROBERT, SUNG-BUM | Individual | – | MEMBER, MANAGING DIRECTOR | 10/2009 | > 75% |
| Gardner, Rachel, Dianne | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |