Blueprint Capital Advisors Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $365M
- Clients
- 9
- Avg AUM / client
- $199M
- Accounts
- 9
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $365M | 20.4% |
| Charitable organizations | 1 | $600M | 33.5% |
| Other investment advisers | 3 | $825M | 46.1% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $254M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Blueprint Cap I Lp Series B1 | Other Private Fund | Delaware | $153M | 1 |
| Blueprint Credit Investment Fund, Lp | Other Private Fund | Delaware | $58.4M | 1 |
| Blueprint Cap I Lp Series A2 | Other Private Fund | Delaware | $19.1M | 1 |
| Blueprint Cap I Lp Series B2 | Other Private Fund | Delaware | $13.6M | 1 |
| Parkview Capital Credit, Inc | Other Private Fund | Maryland | $9.7M | 4 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Walthour, Jacob, Nmn | Chief Executive Officer; Managing Member | Apr 2013 (13y) | 50% – 75% | |
| Darwish, Mohamad, Nmn | Owner | Jun 2014 (12y) | ≈ 0.94% – 5% via Singularity Investments Llc | |
| Singla, Raj, Nmn | Limited Partner | Jan 2017 (10y) | ≈ 1.25% – 5% via Singla Family Limited Partnership | |
| Singla, Santosh, Nmn | General Partner | Jan 2017 (10y) | ≈ 1.25% – 5% via Singla Family Limited Partnership | |
| Darwish, Issam, Nmn | Sole Manager | Jul 2017 (9y) | GP / trustee / elected manager of Singularity Investments Bca, Llc (indirect) | |
| Martin, Valerie, Natalie | Chief Compliance Officer | Nov 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lmg North Llc | Member | Sep 2017 | A | 5% – 10% |
| Singla Family Limited Partnership | Member | Aug 2017 | A | 5% – 10% |
| Singularity Investments Bca, Llc | Member | Jul 2017 | A | 5% – 10% |
| Lmg Capital Llc | Owner | Sep 2017 | B | ≈ 3.75% – 10% via Lmg North Llc |
| Singularity Investments Llc | Owner | Jul 2017 | B | ≈ 3.75% – 10% via Singularity Investments Bca, Llc |
| Singularity Holdings Ltd. | Owner | Jun 2014 | B | ≈ 1.88% – 7.5% via Singularity Investments Llc |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Darwish, Mohamad, Nmn: 25% – 50% of Singularity Investments Llc × 75% – 100% of Singularity Investments Bca, Llc × 5% – 10% direct ≈ 0.94% – 5% of the firm
- Singla, Raj, Nmn: 25% – 50% of Singla Family Limited Partnership × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Singla, Santosh, Nmn: 25% – 50% of Singla Family Limited Partnership × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Lmg Capital Llc: 75% – 100% of Lmg North Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Singularity Investments Llc: 75% – 100% of Singularity Investments Bca, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Singularity Holdings Ltd.: 50% – 75% of Singularity Investments Llc × 75% – 100% of Singularity Investments Bca, Llc × 5% – 10% direct ≈ 1.88% – 7.5% 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.
Private funds (5, $254M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Blueprint Cap I Lp Series B1 | Other Private Fund | $153M | $50.0M | 1 |
| Blueprint Credit Investment Fund, Lp | Other Private Fund | $58.4M | $10.0M | 1 |
| Blueprint Cap I Lp Series A2 | Other Private Fund | $19.1M | $50.0M | 1 |
| Blueprint Cap I Lp Series B2 | Other Private Fund | $13.6M | $50.0M | 1 |
| Parkview Capital Credit, Inc | Other Private Fund | $9.7M | $10 | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.89 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • INVESTMENT ADVISORY FEE
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗