RIA · CRD 151422SEC-Registered

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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...

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 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

Real EstatePrivate CreditHedge FundsInfrastructure

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 using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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