Blueprint Capital Advisors LLC is a large advisory firm based in New York. It manages $1.04 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New York.
Blueprint Capital Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Blueprint Capital Advisors LLC is $1.04 billion. The firm's AUM has grown by 4045% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Blueprint Capital Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, other investment advisers, and pooled investment vehicles. The largest group of clients of Blueprint Capital Advisors is charitable organizations with 1 clients and $375 million of assets under management. Among the 9 most similar advisory firms, Blueprint Capital Advisors has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $1.04 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.
Blueprint Capital Advisors also advises several private funds. Namely, three other private funds. The minimum investment commitment required of non-related persons is $50,000,000 for each fund.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Blueprint Capital Advisors LLC performs its advisory services is located at 135 E 57 Th Street, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Newark, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (212) 390 0737. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at bcaalternatives.com.