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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

BLUEPRINT FUND MANAGEMENT

BLUEPRINT FUND MANAGEMENT LLC, CRD 306419

GREENSBORO, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a735f458-8a86-3afd-e21c-9a22811b2aa0

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 3
On other graphs: 0
Observed: Nov 14, 2019 to Jul 10, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=4.0
Regulatory AUM: $340MItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $340M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $170Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Individual clients: 0
High net worth clients: 0
SEC number: 801-117790
CRD: 306419
Filings on the tape: 13
First filed: Nov 14, 2019
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, NC
Website: blueprintmutualfunds.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLUEPRINT PARTNERS FUND	Member	D	yes	11/2019	Nov 14, 2019	Nov 19, 2024
LANGLEY, BRANDON, SCOTT	Member	C	yes	11/2019	Nov 14, 2019	Nov 19, 2024
LANGLEY, BRANDON, SCOTT	Cco	Na	yes	11/2019	Nov 14, 2019	Nov 19, 2024
MAYES, R, THOMAS	Member	C	yes	11/2019	Nov 14, 2019	Nov 19, 2024
ROBINSON, JONATHAN, DAVID	Member	C	yes	11/2019	Nov 14, 2019	Nov 19, 2024
Carlone, Mike	Member	Na	no	03/2023	Nov 19, 2024	Nov 19, 2024
COLLINS, RORY, RICHARD	Member	A	no	10/2019	Nov 14, 2019	Nov 19, 2024
Crawford, Daniel, Joseph	Member	Na	no	03/2023	Nov 19, 2024	Nov 19, 2024
Hands, Nicole, Marie	Member	Na	no	03/2023	Nov 19, 2024	Nov 19, 2024
Murray, Jay	Member	A	no	10/2019	Nov 14, 2019	Nov 19, 2024
Swope, Andrea, Louise	Member	Na	no	03/2023	Nov 19, 2024	Nov 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BLUEPRINT INVESTMENT PARTNERS LLC	n/a	Asset manager	$1.8B	Y	yes	n/a
BLUEPRINT FINANCIAL ADVISORS LLC	n/a	Independent wealth	$1.4B	Y	yes	n/a
MIAI, INC.	n/a	Independent wealth	$213M	N	yes	n/a
CAPINSIGHTS PARTNERS, LLC	n/a	Former SEC adviser	$0	N	yes	n/a
MAPLEWOOD INVESTMENTS, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 19, 2026	$340M	$340M	9	2	0	n/a	n/a
2024	Feb 24, 2025	$319M	$319M	9	3	1	n/a	n/a
2023	Mar 29, 2024	$219M	$219M	10	2	5	n/a	n/a
2022	Mar 29, 2023	$94.5M	$94.5M	6	2	1	n/a	n/a
2021	Mar 31, 2022	$82.0M	$82.0M	3	2	0	n/a	n/a
2020	Mar 31, 2021	n/a	n/a	3	2	0	n/a	n/a
2019	Mar 31, 2020	n/a	n/a	3	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$340M	$319M	6.8%	$94.5M	53.3%	9	9	0	1

Relationships

Affiliated with (8)

← MIAI, INC.Registered adviserother investment adviser, common control
factForm ADV
← BLUEPRINT FINANCIAL ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← BLUEPRINT INVESTMENT PARTNERS LLCRegistered adviserother investment adviser, common control
factForm ADV
→ MIAI, INC.Registered adviserother investment adviser, common control
factForm ADV
→ BLUEPRINT INVESTMENT PARTNERS LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ BLUEPRINT FINANCIAL ADVISORSRegistered adviserother investment adviser, control, common control
factForm ADV
→ CAPINSIGHTS PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CAPINSIGHTS PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (2)

← Mike CarloneAdvisorregistration: current employment
Feb 24, 2020 to presentfactForm ADV
← JONATHAN DAVID ROBINSONAdvisorregistration: current employment
Jan 29, 2020 to presentfactForm ADV

Controls (4)

← MAYES, R, THOMASOwnerMEMBER, ownership code C, individual
Nov 14, 2019 to Nov 19, 2024factForm ADV
← ROBINSON, JONATHAN, DAVIDOwnerMEMBER, ownership code C, individual
Nov 14, 2019 to Nov 19, 2024factForm ADV
← LANGLEY, BRANDON, SCOTTOwnerMEMBER, ownership code C, individual
Nov 14, 2019 to Nov 19, 2024factForm ADV
← BLUEPRINT PARTNERS FUNDOwnerMEMBER, ownership code D, domestic entity
Nov 14, 2019 to Nov 19, 2024factForm ADV

Owns (6)

← Carlone, MikeOwnerMEMBER, ownership code NA, individual
Nov 19, 2024 to Nov 19, 2024factForm ADV
← Swope, Andrea, LouiseOwnerMEMBER, ownership code NA, individual
Nov 19, 2024 to Nov 19, 2024factForm ADV
← COLLINS, RORY, RICHARDOwnerMEMBER, ownership code A, individual
Nov 14, 2019 to Nov 19, 2024factForm ADV
← Hands, Nicole, MarieOwnerMEMBER, ownership code NA, individual
Nov 19, 2024 to Nov 19, 2024factForm ADV
← Murray, JayOwnerMEMBER, ownership code A, individual
Nov 14, 2019 to Nov 19, 2024factForm ADV
← Crawford, Daniel, JosephOwnerMEMBER, ownership code NA, individual
Nov 19, 2024 to Nov 19, 2024factForm ADV

Dated events

Occurred
Feb 24, 2025
Regulatory AUM changed
Blueprint Fund Management reported RAUM $318.9M, up 46% from $218.8M (2025-01-22 to 2025-02-24)
Form ADVobserved 4 days ago
$100M
Occurred
Mar 29, 2024
Regulatory AUM changed
Blueprint Fund Management reported RAUM $218.8M, up 132% from $94.5M (2023-03-29 to 2024-03-29)
Form ADVobserved 4 days ago
$124M
Occurred
Nov 14, 2019
First Form ADV filing
Blueprint Fund Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a735f458-8a86-3afd-e21c-9a22811b2aa0
First observed: Nov 14, 2019
Last observed: Jul 10, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUEPRINT FUND MANAGEMENT

BLUEPRINT FUND MANAGEMENT LLC, CRD 306419

GREENSBORO, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a735f458-8a86-3afd-e21c-9a22811b2aa0

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:58 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLUEPRINT PARTNERS FUND

Member

yes

11/2019

Nov 14, 2019

Nov 19, 2024

LANGLEY, BRANDON, SCOTT

Member

yes

11/2019

Nov 14, 2019

Nov 19, 2024

LANGLEY, BRANDON, SCOTT

Cco

yes

11/2019

Nov 14, 2019

Nov 19, 2024

MAYES, R, THOMAS

Member

yes

11/2019

Nov 14, 2019

Nov 19, 2024

ROBINSON, JONATHAN, DAVID

Member

yes

11/2019

Nov 14, 2019

Nov 19, 2024

Carlone, Mike

Member

03/2023

Nov 19, 2024

COLLINS, RORY, RICHARD

Member

10/2019

Nov 14, 2019

Nov 19, 2024

Crawford, Daniel, Joseph

Member

03/2023

Nov 19, 2024

Hands, Nicole, Marie

Member

03/2023

Nov 19, 2024

Murray, Jay

Member

10/2019

Nov 14, 2019

Nov 19, 2024

Swope, Andrea, Louise

Member

03/2023

Nov 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BLUEPRINT INVESTMENT PARTNERS LLC

n/a

Asset manager

$1.8B

yes

n/a

BLUEPRINT FINANCIAL ADVISORS LLC

n/a

Independent wealth

$1.4B

yes

n/a

MIAI, INC.

n/a

Independent wealth

$213M

yes

n/a

CAPINSIGHTS PARTNERS, LLC

n/a

Former SEC adviser

yes

n/a

MAPLEWOOD INVESTMENTS, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$340M

n/a

2024

Feb 24, 2025

$319M

n/a

2023

Mar 29, 2024

$219M

n/a

2022

Mar 29, 2023

$94.5M

n/a

2021

Mar 31, 2022

$82.0M

n/a

2020

Mar 31, 2021

n/a

2019

Mar 31, 2020

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$340M

$319M

6.8%

$94.5M

53.3%