Asset manager · Short Hills, NJ
Blueprint Capital Advisors LLC
SEC-registered investment adviser · CRD 282327 · SEC 801-111679
At a glance
Blueprint Capital Advisors LLC is an SEC-registered investment adviser based in Short Hills, New Jersey, with $1.8 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 1,097th of 3,218 asset managers and 3,867th of 17,210 SEC-registered advisers by assets.
Main office 212-786-2084blueprintllc.comAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among asset managers
- #1,097 of 3,218
- Rank among all SEC RIAs
- #3,867 of 17,210
- Rank in New Jersey
- #72 of 392
- Clients
- 9
- Accounts
- 9
- Discretionary
- 20% of AUM
- Employees
- 8
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Jacob N. WalthourChief Executive Officer; Managing Member
- Valerie N. MartinChief Compliance Officer
- Jacob N. WalthourChief Investment Officer - Managing Member
Custody and brokerage
Custodian
Blueprint Capital Advisors LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 3 | $825M | 46% |
| Charitable organizations | 1 | $600M | 34% |
| Pooled investment vehicles | 5 | $365M | 20% |
Private funds
Blueprint Capital Advisors LLC reports 5 private funds with $254M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Blueprint Capital Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗blueprintllc.com ↗
AtlasMembers
The full record on Blueprint Capital Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 926 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Blueprint Capital Advisors LLC manage?
Blueprint Capital Advisors LLC reports $1.8 billion in regulatory assets under management across 9 accounts, 20% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Blueprint Capital Advisors LLC?
Blueprint Capital Advisors LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Blueprint Capital Advisors LLC’s clients?
By assets, its largest client types are other investment advisers ($825 million, 3 clients); charitable organizations ($600 million, 1 clients); pooled investment vehicles ($365 million, 5 clients).
Does Blueprint Capital Advisors LLC manage private funds?
Yes. It reports 5 private funds with $254 million in gross assets, including other private funds.
Does Blueprint Capital Advisors LLC have any disciplinary history?
Blueprint Capital Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Blueprint Capital Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →