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Blueprint Partners LLC

● SEC registered since 2021CRD 312902SEC# 801-120502Traverse City, MI
Export (members)
Reg. AUM
$257.8M
Employees
5
Accounts
875
Location
Traverse City, MI

Blueprint Partners LLC assets under management

Blueprint Partners LLC operates as an SEC-registered investment adviser based in Traverse City, MI. The firm has been registered since 2021. It reports $257.8 million in regulatory assets under management and employs 5 people.
www.blueprint.familyView on SEC.gov ↗

Blueprint Partners LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher Dale Millward ControlManaging Member & Chief Compliance Officer50-75%2021
Jonathan Erik Gruber ControlManaging Partner50-75%2021

Frequently asked questions

How much does Blueprint Partners LLC manage?

Blueprint Partners LLC reports $257.8 million in regulatory assets under management on its Form ADV.

How many employees does Blueprint Partners LLC have?

Blueprint Partners LLC reports 5 employees.

Where is Blueprint Partners LLC located?

Blueprint Partners LLC is based in Traverse City, MI and has been SEC-registered since 2021.

Does Blueprint Partners LLC disclose fund performance?

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

Contact & registration

Address10238 E Cherry Bend Rd, Traverse City, MI 49684
Phone(231) 668-4147
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$257.8M
Total (RAUM)$257.8M