DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| TRAVERSE CITY, | $293M | 3 | 2021 | |||||
| Baltimore, | 78 | |||||||
| GREENSBORO, | $1.8B | 5 | 2016 | |||||
BLUEPRINT FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched BLUEPRINT FINANCIAL ADVISORS LLC · 801-121848 | CHARLOTTE, | $1.4B | 37 | 2021 | ||||
Blueprint Equity Management, LLC Firm · Venture · Exempt reporting adviser Also on RIA / Wealth Management | La Jolla, | $324M | 3 | 21 | 2026 | |||
BLUEPRINT CAPITAL ADVISORS LLC Registered adviser · RIA / Wealth · 801-111679 Also on Independent Sponsors, Private Credit | SHORT HILLS, | $1.8B | 5 | 2016 | ||||
BLUEPRINT FUND MANAGEMENT Registered adviser · RIA / Wealth · matched BLUEPRINT FUND MANAGEMENT LLC · 801-117790 | GREENSBORO, | $340M | 2 | 2019 | ||||
BLUEPRINT FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched BLUEPRINT FINANCIAL SERVICES, INC. Also on Private Equity | ARVADA, | $33.5M | 2026 | |||||
| PORTLAND, | $29.7M | 2026 | ||||||
| EATONTON, | $23.7M | 2026 | ||||||
| CASSELEBERRY, | $5.3M | 2026 | ||||||
| MARLTON, | $3.2M | 2026 | ||||||
| Bellevue, | 561 | |||||||
| Seattle, | 75 | |||||||
BLUEPRINT CREDIT INVESTMENT FUND, LP Fund · RIA / Wealth · BLUEPRINT CAPITAL ADVISORS LLC Also on Private Credit | $58.4M | 1 | 2020 | |||||
| · candidate | 1 | 1 | ||||||
| 2 | ||||||||
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.