AUMdb

Blueprint Fund Management Llc

SEC-registered Mutual Fund / Asset Manager · Small ($100M–$1B) CRD 306419 · SEC file 801-117790 · Greensboro, NC · blueprintmutualfunds.com
☆ Save with Pro ADV data as of Jul 10, 2026
Regulatory AUM
$340M
Discretionary
$340M
Clients
2
Avg AUM / client
$170M
Accounts
2
Employees
9

AUM over time

$0 $340M
Nov 2019 Jul 2026

Annual snapshots from Form ADV filings · as of Jul 10, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 2 $340M 100.0%

People (9)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Collins, Rory, Richard Member Oct 2019 (7y) 5% – 10%
Murray, Jay Member Oct 2019 (7y) 5% – 10%
Jonathan David Robinson Member Nov 2019 (7y) ≈ 12.5% – 37.5% via Blueprint Partners Fund
Langley, Brandon, Scott Member Nov 2019 (7y) ≈ 12.5% – 37.5% via Blueprint Partners Fund
Mayes, Ralph, Thomas Member Nov 2019 (7y) ≈ 12.5% – 37.5% via Blueprint Partners Fund
Mike Carlone Member Feb 2020 (6y) Less than 5%
Andrea Louise Swope Member Mar 2023 (3y) Less than 5%
Crawford, Daniel, Joseph Member Mar 2023 (3y) Less than 5%
Hands, Nicole, Marie Member Mar 2023 (3y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Blueprint Partners Fund Member Nov 2019 A 50% – 75%

Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Jonathan David Robinson: 25% – 50% of Blueprint Partners Fund × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
  • Langley, Brandon, Scott: 25% – 50% of Blueprint Partners Fund × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
  • Mayes, Ralph, Thomas: 25% – 50% of Blueprint Partners Fund × 50% – 75% direct ≈ 12.5% – 37.5% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/10/2026 1.18 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for investment companies

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.

View current Form ADV (SEC/IAPD) ↗