Blueprint Partners LLC
● SEC registered since 2021CRD 312902SEC# 801-120502Traverse City, MI
Reg. AUM
$292.9M
Employees
4
Accounts
337
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 $292.9 million in regulatory assets under management and employs 4 people.
Blueprint Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Dale Millward Control | Managing Member & Chief Compliance Officer | 50-75% | 2021 |
| Jonathan Erik Gruber Control | Managing Partner | 50-75% | 2021 |
Frequently asked questions
How much does Blueprint Partners LLC manage?
Blueprint Partners LLC reports $292.9 million in regulatory assets under management on its Form ADV.
How many employees does Blueprint Partners LLC have?
Blueprint Partners LLC reports 4 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
| Address | 10238 E Cherry Bend Rd, Traverse City, MI 49684 |
| Phone | (231) 668-4147 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$292.9M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$292.9Mregulatory AUM
Discretionary $0Non-discretionary $292.9M