Asset manager · Greensboro, NC
Blueprint Investment Partners LLC
SEC-registered investment adviser · CRD 170196 · SEC 801-108069
At a glance
Blueprint Investment Partners LLC is an SEC-registered investment adviser based in Greensboro, North Carolina, with $1.8 billion in regulatory assets under management as of its Form ADV filed July 30, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 1,098th of 3,218 asset managers and 3,881st of 17,210 SEC-registered advisers by assets.
Main office 800-245-7339blueprintip.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among asset managers
- #1,098 of 3,218
- Rank among all SEC RIAs
- #3,881 of 17,210
- Rank in North Carolina
- #47 of 288
- Clients
- 13
- Accounts
- 18
- Discretionary
- 83% of AUM
- Employees
- 9
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Jonathan D. RobinsonCEO and Managing Member
- Brandon S. LangleyStrategic Advisor / Co-Founder, and Managing Member
- Ralph T. MayesPartner
- Mike CarloneMember
- Laurie M. MooreCCO
Custody and brokerage
Broker-dealer
Hybrid RIA
Blueprint Investment Partners LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Maplewood Investments, Inc..
- Maplewood Investments, Inc. ↗CRD 103723
Its Form ADV brochure (filed July 2026) names Maplewood Investments as the broker-dealer its advisers are registered with.
that is paid pro -rata in advance on a monthly basis. 7 Compensation for the Sale of Securities Certain Blueprint personnel are registered representatives of Maplewood Investments, Inc., an SEC - registered broker -dealer and FINRA member.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 11 | $1.3B | 76% |
| Investment companies | 2 | $434M | 24% |
Disciplinary disclosures
Blueprint Investment Partners LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗blueprintip.com ↗
AtlasMembers
The full record on Blueprint Investment Partners 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, 9 years of filings
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- Growth over one, three and five years
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- Rank against 926 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Blueprint Investment Partners LLC manage?
Blueprint Investment Partners LLC reports $1.8 billion in regulatory assets under management across 18 accounts, 83% of it on a discretionary basis, on its Form ADV filed July 30, 2026.
What kind of firm is Blueprint Investment Partners LLC?
Blueprint Investment Partners 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 Investment Partners LLC’s clients?
By assets, its largest client types are other investment advisers ($1.3 billion, 11 clients); investment companies ($434 million, 2 clients).
Does Blueprint Investment Partners LLC have any disciplinary history?
Blueprint Investment Partners 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 Investment Partners 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 (2026-07-30), 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 →