Investment adviser · CRD 312944

BLUEPRINT LOCAL LLC

Investment adviser filing (IA)

· Form ADV filed Jul 8, 2026

Regulatory AUM: $253M
Client accounts: 18
Employees: 5
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	18	$253,322,843	100.0%

Filing source

Form ADV 2118318 · Jul 8, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

18 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BLUEPRINT 5TH/7TH STREET CO-INVEST FUND, LLLPOther Private Fund · Last reported Jul 8, 2026$33.1MGross asset value

Form D fundraising filings

Blueprint 5th/7th Street Co-Invest Fund, LLLP

Fund administrator JTC AMERICAS SAN JOSE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ ADVISORS LLC ROCKVILLE, Maryland, United States

Custodian HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ ADVISORS LLC
PCAOB 238

Fund details & source

Fund ID: 805-5097515633
Reported beneficial owners: 65
Minimum commitment: $0
Form D file number: 021-426331

Form ADV 2118318 · Jul 8, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUEPRINT 2020 OPPORTUNITY ZONE FUND, LLLPOther Private Fund · Last reported Jul 8, 2026$32.9MGross asset value

Form D fundraising filings

Blueprint 2020 Opportunity Zone Fund, LLLP

Fund administrator JTC AMERICAS SAN JOSE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ ADVISORS LLC ROCKVILLE, Maryland, United States

Custodian HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ ADVISORS LLC
PCAOB 238

Fund details & source

Fund ID: 805-6720709804
Reported beneficial owners: 73
Minimum commitment: $0
Form D file number: 021-387175

Form ADV 2118318 · Jul 8, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUEPRINT OPPORTUNITY ZONE FUND IV, LLLPOther Private Fund · Last reported Jul 8, 2026$32.5MGross asset value

Form D fundraising filings

Blueprint Opportunity Zone Fund IV, LLLP

Fund administrator JTC AMERICAS SAN JOSE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ ADVISORS LLC ROCKVILLE, Maryland, United States

Custodian HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ ADVISORS LLC
PCAOB 238

Fund details & source

Fund ID: 805-4693891403
Reported beneficial owners: 67
Minimum commitment: $0
Form D file number: 021-423807

Form ADV 2118318 · Jul 8, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUEPRINT TEXAS OPPORTUNITY ZONE FUND LLLPOther Private Fund · Last reported Jul 8, 2026$31.4MGross asset value

Form D fundraising filings

Blueprint Texas Opportunity Zone Fund, LLLP

Fund administrator JTC AMERICAS SAN JOSE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ ADVISORS LLC ROCKVILLE, Maryland, United States

Custodian HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ ADVISORS LLC
PCAOB 238

Fund details & source

Fund ID: 805-9202087117
Reported beneficial owners: 48
Minimum commitment: $0
Form D file number: 021-337818

Form ADV 2118318 · Jul 8, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUEPRINT 2023 CO-INVEST 1, LLLPOther Private Fund · Last reported Jul 8, 2026$28.2MGross asset value

Form D fundraising filings

Blueprint 2023 Co-Invest 1, LLLP

Fund administrator JTC AMERICAS SAN JOSE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ ADVISORS LLC ROCKVILLE, Maryland, United States

Custodian HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ ADVISORS LLC
PCAOB 238

Fund details & source

Fund ID: 805-5644476652
Reported beneficial owners: 45
Minimum commitment: $0
Form D file number: 021-488678

Form ADV 2118318 · Jul 8, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUEPRINT 2022 CO-INVEST 2, LLLPOther Private Fund · Last reported Jul 8, 2026$24MGross asset value

Form D fundraising filings

Blueprint 2022 Co-Invest 2, LLLP

Fund administrator JTC AMERICAS SAN JOSE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ ADVISORS LLC ROCKVILLE, Maryland, United States

Custodian HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ ADVISORS LLC
PCAOB 238

Fund details & source

Fund ID: 805-2948463539
Reported beneficial owners: 44
Minimum commitment: $0
Form D file number: 021-474233

Form ADV 2118318 · Jul 8, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BLUEPRINT OPPORTUNITY ZONE FUND V, LLLPOther Private Fund · Last reported Jul 8, 2026$14.9MGross asset value

Form D fundraising filings

Blueprint Opportunity Zone Fund V, LLLP

Fund administrator JTC AMERICAS SAN JOSE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ ADVISORS LLC ROCKVILLE, Maryland, United States

Custodian HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ ADVISORS LLC
PCAOB 238

Fund details & source

Fund ID: 805-9184943666
Reported beneficial owners: 30
Minimum commitment: $0
Form D file number: 021-488671

Form ADV 2118318 · Jul 8, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 8, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

CRD 312944

Filing source

Form ADV 2118318 · Jul 8, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.