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| Blueprint Investing LLC
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|---|---|
| CRD # | 151422 |
| SEC # | 801-121378 |
| CIK # | 0002108872 |
| AUM | 436.3 M (2026-06-16) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 415-963-9815 |
| Address | One Sansome Street San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002108872 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Airbnb Inc | 29.6 | ||
| Apple Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 42 | 436.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 287 | 436.3 |
| By Discretionary | ||
| Discretionary | 287 | 436.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 287 | 436.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 436.3 | |
| Total | 287 | 436.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002108872] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Note Advisors LLC
✚
|
NY | 437.0 M |
|
Herbert J SIMS Capital Management Inc
✚
|
CT | 436.9 M |
|
Peachtree Wealth Advisors Inc
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|
GA | 436.8 M |
|
PFG Investments LLC
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OR | 436.8 M |
|
Ndure Global LLC
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|
436.7 M | |
|
Financial Asset Management Corp
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|
NY | 436.2 M |
|
Chapel Hill Investment Analysts Inc
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|
PA | 436.0 M |
|
Questmont Virtual Family Office LLC
✚
|
FL | 435.6 M |
|
PFS Partners LLC
✚
|
NJ | 435.6 M |
|
Advisortrust Partners LLC
✚
|
NC | 435.3 M |