Data / Investment advisers / North Carolina / Blueprint Fund Management
Blueprint Fund Management, Greensboro, NC: $340 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Blueprint Fund Management is an SEC registered investment adviser with its main office in Greensboro, North Carolina and reports $340 million in regulatory assets under management in its Form ADV filed July 10, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 306419
- SEC file number
- 801-117790
- SEC status
- Approved, effective December 12, 2019
- Legal name
- Blueprint Fund Management LLC
- Main office
- 1175 Revolution Mill Dr Suite 3, Greensboro, NC 27405
- Phone
- (800) 245-7339
- Website
- blueprintmutualfunds.com
- Regulatory AUM
- $340,457,862 in the Form ADV filed July 10, 2026
- Discretionary AUM
- $340,457,862
- Accounts
- 2
- Employees
- 9, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $340.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $340.5 million | February 19, 2026 |
| December 1, 2025 | $318.9 million | October 13, 2025 |
Other advisers in Greensboro
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fund Direct Advisors Inc. | Greensboro | $593 million | Not listed | adviserinfo.sec.gov |
| Zuraw Financial Advisors, LLC | Greensboro | $519.9 million | Not listed | adviserinfo.sec.gov |
| Spartan Planning Group | Greensboro | $383.7 million | Not listed | adviserinfo.sec.gov |
| Cascades Capital Asset Management, LLC | Greensboro | $383.3 million | Not listed | adviserinfo.sec.gov |
| Capital Management LLC | Greensboro | $383 million | Not listed | adviserinfo.sec.gov |
| Carolina Financial Advisors, Inc. | Greensboro | $240.9 million | Not listed | adviserinfo.sec.gov |
| Level Wealth Management LLC | Greensboro | $236.5 million | Not listed | adviserinfo.sec.gov |
| Smith Partners Wealth Management, LLC | Greensboro | $196.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greensboro, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Blueprint Fund Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.