BLUEPRINT EQUITY MANAGEMENT, LLC
Firm details
- Headquarters
- LA JOLLA, California
- CRD number
- 301470
- Registered since
- March 29, 2021
- Website
- www.onblueprint.com
Firm profile
FINTRXOverview
Blueprint Equity Management, LLC is an SEC-registered investment adviser formed as a limited liability company in 2021. The firm is owned by an individual and is organized primarily to sponsor and operate pooled investment vehicles; its stated activities include acting as sponsor, general partner and managing member of those vehicles. Blueprint does not report being an active ESG investor, is not designated a multi-state adviser, and is classified as unclassified in the available snapshot — signaling a firm structure focused on fund management rather than a traditional retail/advisory practice.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2BOBBY OCAMPO
Founder & Managing PartnerCRD 5388722
SHELDON LEWIS
Founder and Managing PartnerCRD 5572848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LA JOLLA, CA
SAN DIEGO
Location
LA JOLLA, CA
Headquartered in LA JOLLA, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 1025 Prospect St
- Time zone
- PT (UTC-8)
- Office locations
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