DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
BLUEPRINT FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched BLUEPRINT FINANCIAL ADVISORS LLC · 801-121848 | CHARLOTTE, | $1.4B | 37 | 2021 | ||||
| GREENSBORO, | $1.8B | 5 | 2016 | |||||
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 | ||||
| TRAVERSE CITY, | $293M | 3 | 2021 | |||||
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 | |||||
BLUEPRINT FINANCIAL ADVISORS, LLC Registered adviser · RIA / Wealth · matched BLUEPRINT FINANCIAL CONSULTANTS LLC | PORTLAND, | $29.7M | 2026 | |||||
| EATONTON, | $23.7M | 2026 | ||||||
| CASSELEBERRY, | $5.3M | 2026 | ||||||
| MARLTON, | $3.2M | 2026 | ||||||
| Bellevue, | 561 | |||||||
| Baltimore, | 78 | |||||||
| Seattle, | 75 | |||||||
BLUEPRINT CREDIT INVESTMENT FUND, LP Fund · RIA / Wealth · BLUEPRINT CAPITAL ADVISORS LLC Also on Private Credit | $58.4M | 1 | 2020 | |||||
| 2 | ||||||||
| · probable | $173M | 2 | 12 | 14 | 2023 | |||
| SAN FRANCISCO, | $436M | 2 | 2021 | |||||
| · candidate | 1 | 1 | ||||||
| HOUSTON, | $27.4M | 2026 | ||||||
| ELLICOTT CITY, | $190M | 1 | 2023 | |||||
| GARDEN CITY, | $80.3M | 2016 | ||||||
BLUEPRINT WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched BLUEPRINT WEALTH MANAGEMENT ADVISORS LLC · 801-132673 | $138M | 1 | 2025 | |||||
| New York, | 70 | |||||||
Blueprint 2023 Co-Invest 1, LLLP Capital provider · Sponsors Also on RIA / Wealth Management, Venture Capital | Purcellville, | $26.7M | ||||||
| ATLANTA, | $2.5B | 54 | 2016 | |||||
| Cambridge, | 748 | |||||||
PARADY WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched BLUEPRINT WEALTH MANAGEMENT, LLC · 801-123022 | THE VILLAGES, | $146M | 4 | 2021 | ||||
Blueprint 2022 Co-Invest 1, LLLP Capital provider · Sponsors · matched Blueprint 10 South Academy Co-Invest, LLLP Also on RIA / Wealth Management, Venture Capital | Purcellville, | $6.9M | ||||||
| South Chesterfield, | 310 | |||||||
Blueprint 2022 Co-Invest 2, LLLP Capital provider · Sponsors Also on RIA / Wealth Management, Venture Capital | Purcellville, | $3.4M | ||||||
| 2026 | ||||||||
| Fountain Hills, | 69 | |||||||
| Purcellville, | $550,000 | |||||||
| Arlington, | 59 | |||||||
| PALESTINE, | $6.4M | 2026 | ||||||
| $50.4M | 2026 | |||||||
| ALPHARETTA, | $94.7M | 2026 | ||||||
| HOBOKEN, | 2012 | |||||||
BLUEPRINT EQUITY II, LP Fund · RIA / Wealth · BLUEPRINT EQUITY MANAGEMENT, LLC Also on Venture Capital | $206M | 511 | 2022 | |||||
| $28.2M | 2026 | |||||||
| $353M | 1 | 2017 | ||||||
| $66.4M | 27 | 2021 | ||||||
Blueprint 5th/7th Street Co-Invest Fund, LLLP Capital provider · Sponsors Also on RIA / Wealth Management, Venture Capital | Purcellville, | $32.6M | ||||||
| $118M | 37 | 2021 | ||||||
Blueprint Trailhead District Co-Invest, LLLP Capital provider · Sponsors Also on RIA / Wealth Management, Venture Capital | Alexandria, | $2.9M | ||||||
| $333M | 2026 | |||||||
| Washington, | 673 |
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.