Blueprint Investment Partners Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.7B
- Clients
- 14
- Avg AUM / client
- $134M
- Accounts
- 18
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $369M | 19.7% |
| Other investment advisers | 12 | $1.5B | 80.3% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Arthaud, James, Randall | Trustee | May 2010 (16y) | GP / trustee / elected manager of James R. Arthaud Revocable Trust (indirect) | |
| Jonathan David Robinson | Ceo And Managing Member | Jan 2014 (13y) | 25% – 50% | |
| Langley, Brandon, Scott | Cco, President And Managing Member | Jan 2014 (13y) | 25% – 50% | |
| Mayes, Ralph, Thomas | Partner | Oct 2016 (10y) | 25% – 50% | |
| Mike Carlone | Member | Feb 2020 (6y) | Less than 5% | |
| Collins, Rory, Richard | Member | Aug 2022 (4y) | ≈ 2.5% – 12.5% via Blueprint North 1, Llc | |
| Hauck, Tony, Gene | Member | Aug 2022 (4y) | ≈ 2.5% – 12.5% via Blueprint North 1, Llc | |
| Kenneth Browne Peters | Registered representative | Apr 2021 (5y) | ||
| Gregory Patrick Gerhartz | Registered representative | Feb 2024 (3y) | ||
| Laurie Michele Moore | Registered representative | Jul 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blueprint North 1, Llc | Member | Jan 2023 | A | 10% – 25% |
| James R. Arthaud Revocable Trust | Member | Aug 2021 | B | ≈ 2.5% – 12.5% via Blueprint North 1, Llc |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Collins, Rory, Richard: 25% – 50% of Blueprint North 1, Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Hauck, Tony, Gene: 25% – 50% of Blueprint North 1, Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- James R. Arthaud Revocable Trust: 25% – 50% of Blueprint North 1, Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $550M (29% of AUM) Jul 2026
- U.S. Bancorp Investments, Inc. $278M (15% of AUM) Jul 2026
- National Financial Services (Fidelity) $36.1M (11% of AUM) Feb 2022
- Pershing $22.0M (11% of AUM) Oct 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗