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Blueprint Capital Advisors LLC
SEC-regulated
Registered investment advisor
Blueprint Capital Advisors LLC, established in April 2015, is an investment adviser based in Short Hills, New Jersey. The firm primarily serves as the investment adviser to various investment vehicles, including Blueprint CAP I LP and Parkview Capital Credit, Inc. Blueprint offers investment advisory services to institutional and individual clients, focusing on alternative investment strategies such as equity long/short, private credit, distressed debt, and specialty finance. The firm has discretionary authority over client portfolios, with full investment discretion once assets are purchased. Blueprint's fee structure includes management fees, investment advisory fees, and performance allocations, with no performance-based fees except for the Parkview Capital Credit Fund. The firm manages over $360 million in discretionary assets and $1.36 billion in non-discretionary assets as of December 31, 2024. Blueprint follows a team-oriented investment process, overseen by the Investment Committee, and conducts ongoing reviews of client accounts and investment strategies. The firm has a Code of Ethics in place to ensure ethical standards and personal trading policies are upheld. Blueprint does not participate in wrap fee programs and does not have custody of client assets. Clients receive regular account statements, and the firm exercises voting discretion on client securities when necessary.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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