SourcingSourcing

BLUEPRINT FUND MANAGEMENT LLC

C34
CRD 306419·SEC 801-117790·GREENSBORO, NC
AUM
$340.5M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUEPRINT FUND MANAGEMENT LLC
CRD
306419
SEC file #
801-117790
EIN
—
DBA names
Blueprint Fund Management

Economics

AUM
$340.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$82.0M → $340.5M▲ +315%
Client mix
Investment Companies2

Operations

Employees (total)
9
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
GREENSBORO NC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
02/19/2026
ADV-W filed at
—
Website
blueprintmutualfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLUEPRINT PARTNERS FUND
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
BLUEPRINT PARTNERS FUND
COLLINS, RORY, RICHARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLUEPRINTMUTUALFUNDS.COM
Rdap Domain Creation Date
2020-01-03T17:27:31Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.067
Soi Zip Pct 200k Plus
0.0079
Soi Zip Returns 200k Plus
180
Soi Zip Total AGI
957,670
Fdic Zip Total Deposits
12,793,293,000
Fdic Zip Branch Count
307
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First-Citizens Bank & Trust CompanyGreensboro, NC
First-Citizens Bank & Trust CompanyGreensboro, NC
Fdic Zip HHI
1031.47
Fdic Zip Top Bank Share Pct
15.99
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-03T17:27:31Z
Rdap Domain Last Changed
2026-01-04T15:15:54Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI122,263
Returns8,950
Stub 2
AGI273,795
Returns7,560
Stub 3
AGI201,075
Returns3,310
Soi Zip Total Business Income
33,313
Soi Zip Total Cap Gains
7,654
Soi Zip Total Dividends
7,592
Soi Zip Total Returns
22,820
Trust Company Affiliate
No

People (8)

8
COLLINS, RORY, RICHARD
Direct Owner · 7.5%
5417114
Murray, Jay
Direct Owner · 7.5%
7200908
Carlone, Mike
IAR · Executive Officer · 2.5%
4796992
LANGLEY, BRANDON, SCOTT
Executive Officer · 2.5%
5965300
Crawford, Daniel, Joseph
Executive Officer · 2.5%
7896465
Nicole Marie Hands
Executive Officer · 2.5%
6039825
Swope, Andrea, Louise
Executive Officer · 2.5%
5404168
ROBINSON, JONATHAN, DAVID
IAR
4675026