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| Keyboard |
| Blueprint Partners LLC
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|---|---|
| CRD # | 312902 |
| SEC # | 801-120502 |
| CIK # | 0001794467 |
| AUM | 292.9 M (2026-02-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 231-668-4147 |
| Address | 10238 E Cherry Bend Rd Traverse City, MI 49684 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Schneider National Inc | 321.6 | ||
| Nvidia Corp | 35.8 | ||
| Apple Inc | 24.5 | ||
| Sprott Physical Gold Trust | 23.3 | ||
| Sprott Physical Silver Trust | 20.7 | ||
| MPLX LP | 17.5 | ||
| iShares Comex Gold Trust | 15.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 44.3 |
| (b) Individuals (high net worth individuals) | 93 | 234.4 |
| (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 | 13 | 14.2 |
| (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 | 337 | 292.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 337 | 292.9 |
| Total | 337 | 292.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.9 | |
| Total | 337 | 292.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001794467] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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