SourcingSourcing

BLUEPRINT LOCAL LLC

C45
CRD 312944·SEC 801-130826
AUM
$253.3M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$760K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUEPRINT LOCAL LLC
CRD
312944
SEC file #
801-130826
EIN
873291497
DBA names
—

Economics

AUM
$253.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$196.9M → $253.3M▲ +29%
Client mix
Pooled Investment Vehicles18

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
linkedin.com/company/blueprint-local(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Baird, Edward, R.
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
Baird, Edward, R.
SEINE GROUP, LLC
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001896311
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2021-12-06
Edgar Last Filing Date
2022-12-05
Edgar Form D Count
3
Edgar Form D Offerings
2022-12-052022-12-05 · 0001896311-22-000004
2022-09-012022-09-01 · 0001896311-22-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
220 NORTH HATCHER AVENUEPO BOX 2695PURCELLVILLE, VA 20134
Business
410 MAIN STREETPURCELLVILLE, VA 20132
Edgar EIN
873291497
Edgar Recent Filings
D/A2022-12-05 · 0001896311-22-000004
D/A2022-09-01 · 0001896311-22-000002
Firm Has Custody
Yes
Top Owner CRD
7209601
Trust Company Affiliate
No

People (4)

4
Baird, Edward, R.
Direct Owner · 62.5%
7209601
HURTON, HALLE, LYNN
Executive Officer · 2.5%
2167918
PELOS, CONSTANTINE, ANDREW
Executive Officer · 2.5%
1074631
Virgin, Kevin, Lee
Executive Officer · 2.5%
8255610