Updated:
Blueprint Investing LLC
BLUEPRINT INVESTING LLC is an SEC-registered investment adviser in SAN FRANCISCO, CA, registered since 2021. The firm manages approximately $436 million in...
Overview
BLUEPRINT INVESTING LLC is an SEC-registered investment adviser in SAN FRANCISCO, CA, registered since 2021. The firm manages approximately $436 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Principals
Chris Lynch
Founder and Chief Investment Officer
John A. McCarthy III
General Counsel and Chief Compliance Officer
Matthew J. Sposato
Controller
Sector focus
Frequently asked questions
Who controls investment decisions at Blueprint Investing?
Chris Lynch, founder and CIO, makes all final investment decisions. He is supported by General Counsel John A. McCarthy III and Controller Matthew J. Sposato. No external investment committee or advisory board has been disclosed (per SEC filings, 2023).
What is Blueprint Investing's size?
Based on SEC filing data, Blueprint Investing LLC reports regulatory AUM between $100 million and $500 million. The firm has not disclosed a precise AUM figure publicly (per SEC Form ADV, 2023).
What is Blueprint Investing's geographic focus?
Primary focus is the United States, particularly the New York metropolitan area for direct real estate holdings. The firm also gains European exposure through fund structures, though public disclosure of specific holdings is limited.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Blueprint Investing LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.