The BLUEPRINT CAPITAL ADVISORS is a privately held investment adviser that advises $1.79Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. BLUEPRINT CAPITAL ADVISORS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 35.5% over the last 5-years.
The Group has been registered with the SEC for 10.38 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1200 MORRIS TURNPIKE SUITE 3005, MILBURN, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 8 employees comprised of 4 investment and 4 non-investment staff. The total number of Employees decreased by 11.11% over the last 5-years.
Their $1.79Bn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 4 other accounts. Assets of Other Investment Advisers clients own $825mn or 46.09% of Total Assets and Charitable Organizations own $600mn or 33.52% of Total Assets.
The Group's top investment strategies include Multi Strat and FI/Credit - Lending, representing 73.17% and 26.83% of total assets, respectively.
They advise 3 types of clients, top clients are Other Investment Advisers and Charitable Organizations.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $9.67mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
BLUEPRINT CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.