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Blueprint Investing LLC

● SEC registered since 2021CRD 151422SEC# 801-121378San Francisco, CA
Export (members)
Reg. AUM
$346.6M
Employees
3
Accounts
255
Location
San Francisco, CA

Blueprint Investing LLC assets under management

Blueprint Investing LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2021. It reports $346.6 million in regulatory assets under management and employs 3 people.

Blueprint Investing LLC owners & executives

2 reported
NameTitleOwnershipSince
Rachel Dianne Gardner ControlChief Compliance OfficerUnder 5%2024
Robert Sung-Bum Lee ControlMember, Managing DirectorOver 75%2009

Frequently asked questions

How much does Blueprint Investing LLC manage?

Blueprint Investing LLC reports $346.6 million in regulatory assets under management on its Form ADV.

How many employees does Blueprint Investing LLC have?

Blueprint Investing LLC reports 3 employees.

Where is Blueprint Investing LLC located?

Blueprint Investing LLC is based in San Francisco, CA and has been SEC-registered since 2021.

Does Blueprint Investing LLC disclose fund performance?

Blueprint Investing LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Sansome Street, 14th Floor, San Francisco, CA 94104
Phone415-963-9815
Fax415-966-2092
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$346.6M
Non-discretionary$0
Total (RAUM)$346.6M