Data / Investment advisers / North Carolina / Blueprint Investment Partners LLC
Blueprint Investment Partners LLC, Greensboro, NC: $1.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Blueprint Investment Partners LLC is an SEC registered investment adviser with its main office in Greensboro, North Carolina and reports $1.8 billion in regulatory assets under management in its Form ADV filed July 30, 2026. Its clients include other investment advisers and investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 170196
- SEC file number
- 801-108069
- SEC status
- Approved, effective July 8, 2016
- Main office
- 1175 Revolution Mill Dr. Suite 3, Greensboro, NC 27405
- Phone
- (800) 245-7339
- Regulatory AUM
- $1,778,629,213 in the Form ADV filed July 30, 2026
- Discretionary AUM
- $1,481,847,611
- Non discretionary AUM
- $296,781,602
- Accounts
- 18
- Employees
- 9, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 30, 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 |
|---|---|---|
| Other investment advisers | 11 | $1.34 billion |
| Investment companies | 2 | $433.8 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 |
|---|---|---|
| August 3, 2026 | $1.78 billion | July 30, 2026 |
| May 1, 2026 | $1.87 billion | April 1, 2026 |
| December 1, 2025 | $1.23 billion | August 18, 2025 |
Other advisers in Greensboro
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bell Partners | Greensboro | $6.12 billion | 26 | adviserinfo.sec.gov |
| Smith Salley Wealth Management | Greensboro | $2.89 billion | Not listed | adviserinfo.sec.gov |
| Granville Capital, Inc. | Greensboro | $1.37 billion | 7 | adviserinfo.sec.gov |
| Holderness Investments Co | Greensboro | $660.7 million | Not listed | adviserinfo.sec.gov |
| 1808 Capital Partners | Greensboro | $644.6 million | Not listed | adviserinfo.sec.gov |
| 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 |
Also on SpecStream
- Investment advisers in Greensboro, NC
- Investment advisers in North Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving other investment advisers
- Advisers serving investment companies
- Blueprint Investment Partners LLC 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.