BLUEPRINT INVESTMENT PARTNERS LLC
CRD #170196 SEC #801-108069 GREENSBORO, NC 336-609-7522
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
11
Clients
--
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.2B | $1.2B | $15.7M | 11 | 0 |
| Mar 2025 | $1.2B | $1.2B | $15.7M | 11 | 0 |
| Nov 2024 | $849.4M | $840M | $9.4M | 15 | 0 |
| Jul 2024 | $849.4M | $840M | $9.4M | 15 | 0 |
| May 2024 | $849.4M | $840M | $9.4M | 15 | 0 |
| Mar 2024 | $849.4M | $840M | $9.4M | 15 | 0 |
| Jun 2023 | $533.1M | $533.1M | $0 | 9 | 0 |
| Jun 2023 | $533.1M | $533.1M | $0 | 9 | 0 |
| May 2023 | $533.1M | $533.1M | $0 | 9 | 0 |
| Mar 2023 | $533.1M | $533.1M | $0 | 9 | 0 |
| Oct 2022 | $468.3M | $458.1M | $10.3M | 10 | 0 |
| Mar 2022 | $468.3M | $458.1M | $10.3M | 10 | 0 |
| Feb 2022 | $337M | $232.3M | $104.7M | 10 | 0 |
| May 2021 | $337M | $232.3M | $104.7M | 10 | 0 |
| Mar 2021 | $337M | $232.3M | $104.7M | 10 | 0 |
| Nov 2020 | $367.1M | $197.3M | $169.8M | 11 | 0 |
| Oct 2020 | $367.1M | $197.3M | $169.8M | 11 | 0 |
| Oct 2020 | $367.1M | $197.3M | $169.8M | 11 | 0 |
| Oct 2020 | $367.1M | $197.3M | $169.8M | 11 | 0 |
| Jun 2020 | $367.1M | $197.3M | $169.8M | 11 | 0 |
| May 2020 | $367.1M | $197.3M | $169.8M | 11 | 0 |
| Mar 2020 | $367.1M | $197.3M | $169.8M | 11 | 0 |
| Jan 2020 | $208.2M | $143.7M | $64.6M | 7 | 0 |
| Nov 2019 | $208.2M | $143.7M | $64.6M | 7 | 0 |
| Jun 2019 | $208.2M | $143.7M | $64.6M | 6 | 0 |
| Apr 2019 | $208.2M | $143.7M | $64.6M | 6 | 0 |
| Apr 2019 | $208.2M | $143.7M | $64.6M | 6 | 0 |
| Mar 2019 | $208.2M | $143.7M | $64.6M | 6 | 0 |
| Mar 2019 | $208.2M | $143.7M | $64.6M | 6 | 0 |
| Oct 2018 | $205.8M | $118.3M | $87.5M | 5 | 0 |
| Sep 2018 | $205.8M | $118.3M | $87.5M | 5 | 0 |
| Aug 2018 | $124.3M | $80.2M | $44.1M | 6 | 0 |
| Mar 2018 | $124.3M | $80.2M | $44.1M | 6 | 0 |
| Oct 2017 | $125.4M | $88.3M | $37.1M | 5 | 5 |
| May 2017 | $103M | $71.5M | $31.4M | 5 | 1 |
| Mar 2017 | $103M | $71.5M | $31.4M | 5 | 1 |
| Aug 2016 | $111M | $92.8M | $18.2M | 3 | 1 |
| Jul 2016 | $111M | $92.8M | $18.2M | 2 | 1 |
| Jun 2016 | $111M | $92.8M | $18.2M | 2 | 1 |
DateAug 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$15.7M
Employees11
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$15.7M
Employees11
Clients0
DateNov 2024
Total AUM$849.4M
Discretionary$840M
Non-Disc.$9.4M
Employees15
Clients0
DateJul 2024
Total AUM$849.4M
Discretionary$840M
Non-Disc.$9.4M
Employees15
Clients0
DateMay 2024
Total AUM$849.4M
Discretionary$840M
Non-Disc.$9.4M
Employees15
Clients0
DateMar 2024
Total AUM$849.4M
Discretionary$840M
Non-Disc.$9.4M
Employees15
Clients0
DateJun 2023
Total AUM$533.1M
Discretionary$533.1M
Non-Disc.$0
Employees9
Clients0
DateJun 2023
Total AUM$533.1M
Discretionary$533.1M
Non-Disc.$0
Employees9
Clients0
DateMay 2023
Total AUM$533.1M
Discretionary$533.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$533.1M
Discretionary$533.1M
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$468.3M
Discretionary$458.1M
Non-Disc.$10.3M
Employees10
Clients0
DateMar 2022
Total AUM$468.3M
Discretionary$458.1M
Non-Disc.$10.3M
Employees10
Clients0
DateFeb 2022
Total AUM$337M
Discretionary$232.3M
Non-Disc.$104.7M
Employees10
Clients0
DateMay 2021
Total AUM$337M
Discretionary$232.3M
Non-Disc.$104.7M
Employees10
Clients0
DateMar 2021
Total AUM$337M
Discretionary$232.3M
Non-Disc.$104.7M
Employees10
Clients0
DateNov 2020
Total AUM$367.1M
Discretionary$197.3M
Non-Disc.$169.8M
Employees11
Clients0
DateOct 2020
Total AUM$367.1M
Discretionary$197.3M
Non-Disc.$169.8M
Employees11
Clients0
DateOct 2020
Total AUM$367.1M
Discretionary$197.3M
Non-Disc.$169.8M
Employees11
Clients0
DateOct 2020
Total AUM$367.1M
Discretionary$197.3M
Non-Disc.$169.8M
Employees11
Clients0
DateJun 2020
Total AUM$367.1M
Discretionary$197.3M
Non-Disc.$169.8M
Employees11
Clients0
DateMay 2020
Total AUM$367.1M
Discretionary$197.3M
Non-Disc.$169.8M
Employees11
Clients0
DateMar 2020
Total AUM$367.1M
Discretionary$197.3M
Non-Disc.$169.8M
Employees11
Clients0
DateJan 2020
Total AUM$208.2M
Discretionary$143.7M
Non-Disc.$64.6M
Employees7
Clients0
DateNov 2019
Total AUM$208.2M
Discretionary$143.7M
Non-Disc.$64.6M
Employees7
Clients0
DateJun 2019
Total AUM$208.2M
Discretionary$143.7M
Non-Disc.$64.6M
Employees6
Clients0
DateApr 2019
Total AUM$208.2M
Discretionary$143.7M
Non-Disc.$64.6M
Employees6
Clients0
DateApr 2019
Total AUM$208.2M
Discretionary$143.7M
Non-Disc.$64.6M
Employees6
Clients0
DateMar 2019
Total AUM$208.2M
Discretionary$143.7M
Non-Disc.$64.6M
Employees6
Clients0
DateMar 2019
Total AUM$208.2M
Discretionary$143.7M
Non-Disc.$64.6M
Employees6
Clients0
DateOct 2018
Total AUM$205.8M
Discretionary$118.3M
Non-Disc.$87.5M
Employees5
Clients0
DateSep 2018
Total AUM$205.8M
Discretionary$118.3M
Non-Disc.$87.5M
Employees5
Clients0
DateAug 2018
Total AUM$124.3M
Discretionary$80.2M
Non-Disc.$44.1M
Employees6
Clients0
DateMar 2018
Total AUM$124.3M
Discretionary$80.2M
Non-Disc.$44.1M
Employees6
Clients0
DateOct 2017
Total AUM$125.4M
Discretionary$88.3M
Non-Disc.$37.1M
Employees5
Clients5
DateMay 2017
Total AUM$103M
Discretionary$71.5M
Non-Disc.$31.4M
Employees5
Clients1
DateMar 2017
Total AUM$103M
Discretionary$71.5M
Non-Disc.$31.4M
Employees5
Clients1
DateAug 2016
Total AUM$111M
Discretionary$92.8M
Non-Disc.$18.2M
Employees3
Clients1
DateJul 2016
Total AUM$111M
Discretionary$92.8M
Non-Disc.$18.2M
Employees2
Clients1
DateJun 2016
Total AUM$111M
Discretionary$92.8M
Non-Disc.$18.2M
Employees2
Clients1