Blueprint Capital Advisors LLC (New York)

Name: Blueprint Capital Advisors LLC
Address: 135 E 57 Th Street, New York, NY, 10022
Telephone: (212) 390 0737

Blueprint Capital Advisors LLC is a large advisory firm based in New York. It manages $1.04 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New York.

Blueprint Capital Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blueprint Capital Advisors: assets under management

The assets under management (AUM) of Blueprint Capital Advisors LLC is $1.04 billion. The firm's AUM has grown by 4045% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $353 million in discretionary accounts and $683.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $353 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $341.6 million.

Blueprint Capital Advisors has custody of $353 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 52% of the total AUM. The second-largest asset type is exchange traded securities, which make up 34% of the firm’s portfolio. Investments in investment grade corporate bonds form 11% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Blueprint Capital Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Blueprint Capital Advisors serves?

The firm provides services to charitable organizations, other investment advisers, and pooled investment vehicles. The largest group of clients of Blueprint Capital Advisors is charitable organizations with 1 clients and $375 million of assets under management. Among the 9 most similar advisory firms, Blueprint Capital Advisors has the highest percentage of charitable organizations out of all clients.

The amount of regulatory assets under management is $1.04 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.

Blueprint Capital Advisors also advises several private funds. Namely, three other private funds. The minimum investment commitment required of non-related persons is $50,000,000 for each fund.

Careers at Blueprint Capital Advisors LLC

The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jacob Nmn Walthour	Chief executive officer; managing member	1 Apr 2013	25% - 50%	2587004
Carrie Blythe Pickett	Chief compliance officer; president; managing member	1 Apr 2013	Other	6132206
Jacob Walthour	Managing member	1 Apr 2013	50% - 75%	2587004
Christine Chang	Chief compliance officer	1 Sep 2015	Other	6180364
Egidio Gerard Robertiello	Chief investment officer; managing member	1 Oct 2015	Other	4519521
Nicholas Luigi Lengua	Chief financial officer	1 Mar 2016	Other	6750217
Nicholas L Lengua	Chief financial officer	1 Mar 2016	Other	6750217
Llc Singularity Investments Bca	Member	1 Jul 2017	Other	47-2447627
Singla Family Limited Partnership	Member	1 Aug 2017	Other	76-0400298
Lmg North Llc	Member	1 Sep 2017	Other	82-2534602
William Ronald Cline	Member	1 Nov 2017	Other	1478691
Valerie Natalie Martin	Chief compliance officer	1 Nov 2018	Other	2365003

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mohamad Nmn Darwish	Owner	1 Jun 2014	25% - 50%	6933061
Singularity Holdings Ltd.	Owner	1 Jun 2014	50% - 75%	47-3727080
Issam Nmn Darwish	Owner	1 Jun 2014	75% - 100%	6933050
Raj Nmn Singla	Limited partner	1 Jan 2017	25% - 50%	6933072
Santosh Nmn Singla	General partner	1 Jan 2017	25% - 50%	6933077
Singularity Investments Llc	Owner	1 Jul 2017	75% - 100%	47-2447627
Issam Nmn Darwish	Sole manager	1 Jul 2017	Other	6933050
Lmg Capital Llc	Owner	1 Sep 2017	75% - 100%	82-2534602

Based in New York

The principal office where Blueprint Capital Advisors LLC performs its advisory services is located at 135 E 57 Th Street, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Newark, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 390 0737. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at bcaalternatives.com.