BLUEPRINT INVESTING LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $436.3M |
| Discretionary | $436.3M100% of AUM |
| Client Accounts | 287 |
| Avg Account Size | $1.5M |
| Employees | 3 |
| Peak AUM | $436.3MFeb 2026 |
| AUM CAGR | +13.8% /yrover 5 yrs · 14 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $436M | +25.9% | +17.2% | +13.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $436.3M |
| Discretionary | $436.3M |
| Employees | 3 |
| Client Accounts | 287 |
| Client Range | 26-50 |
Contact & Location
Address
ONE SANSOME STREET
SAN FRANCISCO CA 94104
Phone
415-963-9815
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$436M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported