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BLUEPRINT FUND MANAGEMENT

GREENSBORO, NC · CRD 306419 · IAPD ↗ · blueprintmutualfunds.com · 800-245-7339

$340.5MRegulatory AUM
2Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

57
March 2025 — BLUEPRINT FUND MANAGEMENT reported RAUM up 46% ($218.8M -> $318.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — BLUEPRINT FUND MANAGEMENT added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — BLUEPRINT FUND MANAGEMENT reported RAUM up 132% ($94.5M -> $218.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.