Blueprint Investing LLC
● SEC registered since 2021CRD 151422SEC# 801-121378San Francisco, CA
Reg. AUM
$436.3M
Employees
3
Accounts
287
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 $436.3 million in regulatory assets under management and employs 3 people.
Blueprint Investing LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rachel Dianne Gardner Control | Chief Compliance Officer | Under 5% | 2024 |
| Robert Sung-Bum Lee Control | Member, Managing Director | Over 75% | 2009 |
Frequently asked questions
How much does Blueprint Investing LLC manage?
Blueprint Investing LLC reports $436.3 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
| Address | One Sansome Street, 14th Floor, San Francisco, CA 94104 |
| Phone | 415-963-9815 |
| Fax | 415-966-2092 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$436.3M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$436.3Mregulatory AUM
Discretionary $436.3M