BLUEPRINT FUND MANAGEMENT

Overview

Blueprint Fund Management is a small, SEC-registered advisory firm formed as a limited liability company in 2019 that specializes in portfolio management for investment companies. The firm’s client base is institutional and it operates on a percentage-of-assets-under-management fee model. Blueprint presents as a discretionary manager: all reported assets are managed on a discretionary basis and the firm appears focused on running pooled vehicles or serving as an adviser to investment companies rather than providing broad retail or pension consulting services. The firm does not identify as an active ESG investor and is not designated as a capital allocator; its stated activity centers on traditional portfolio management for registered investment vehicles. Industry affiliations with a broker-dealer, another registered investment adviser and an insurance company suggest relationships that support distribution, product access or operational partnerships for its managed vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices