Gregory Patrick Gerhartz
Investment adviser representative at Blueprint Investment Partners LLC
14 yearsExperience
1 stateRegistered in
$1.8BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Maplewood Investments IncOct 2024 to now
- Blueprint Investment Partners LLCJan 2023 to now
- UnemployedOct 2023 to Dec 2023
- Long Short Advisors, LLCFeb 2023 to Oct 2023
- Locorr FundsNov 2020 to Jan 2023
- Imst Distributors, LLCNov 2019 to Sep 2020
- Axs InvestmentsOct 2019 to Sep 2020
- Blackrock Investments, LLCSep 2013 to Oct 2019
- Equinox FundsMay 2012 to Sep 2022
- Equinox Group Distributors, LLCMay 2012 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Blueprint Investment Partners LLC
$1.8BAssets managed
13Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4680518
- Firm CRD
- 170196