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| Blueprint Capital Advisors LLC
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| |
|---|---|
| CRD # | 282327 |
| SEC # | 801-111679 |
| CIK # | |
| AUM | $1.6 BB (2024-03-28) |
| Employees | 8 (50% Investors, 25% Brokers) |
| Phone | 973-888-9117 |
| Address | 45 Academy Street Newark, NJ 07102 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Parkview Capital Credit Inc | 2021-03-29 | 9.7 | |
| Other | Blueprint Credit Investment Fund LP | 2020-02-26 | 58.4 | |
| Other | Blueprint Cap I LP - Series A2 | [2019-03-27] | 353.0 | 19.1 |
| Other | Blueprint Cap I LP - Series B1 | [2019-03-27] | 353.0 | 153.0 |
| Other | Blueprint Cap I LP - Series B2 | [2019-03-27] | 353.0 | 13.6 |
| Other | Blueprint Cap I LP | [2017-08-15] | 353.0 | 353.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 359.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 600.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 680.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 1,639.9 |
| By Discretionary | ||
| Discretionary | 5 | 359.9 |
| Non-Discretionary | 4 | 1,280.0 |
| Total | 9 | 1,639.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,639.9 | |
| Total | 9 | 1,639.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Carrie Pickett | 2 | ||
| Egidio Robertiello | 1 | ||
| Jacob Walthour | 1 | ||
| Nicholas Lengua | 1 | ||
| Edigio Robertiello | 1 | ||
| Blueprint GP I LLC Blueprint GP I LLC | 1 | ||
| Blueprint GP I LLC | 1 | ||
| Blueprint Capital Advisors | 1 | ||
| Blueprint Capital Advisors LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Axiom Alternative Investments SARL
✚
|
1.7 | |
|
Longitude Capital Management Co LLC
✚
|
CA | 1.7 |
|
Lawley Retirement Advisors LLC
✚
|
NY | 1.7 |
|
Freedom Funds Management Co
✚
|
CO | 1.7 |
|
OpenView Advisors LLC
✚
|
MA | 1.6 |
|
Advisors Preferred LLC
✚
|
MD | 1.6 |
|
1505 Capital LLC
✚
|
NY | 1.6 |
|
Red Cedar Investment Management LLC
✚
|
MI | 1.6 |
|
Samsara Biocapital LLC
✚
|
CA | 1.6 |
|
Distillate Capital Partners LLC
✚
|
IL | 1.6 |