Blue Square Asset Management, LLC

RIASEC RegisteredEst. 2018

Total AUM

$410M

Discretionary

$311M

76% of AUM

Avg account

$630K

Accounts

651

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 296802
Registered since: September 17, 2018
Website: www.bluesquarewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI85.83%
Pension & Profit Sharing Plans6.26%
Pooled Investment Vehicles4.53%
Individuals3.28%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Blue Square Asset Management, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2018. Ownership is held individually rather than by a corporate parent. The firm serves both individual/family clients and institutional clients, offering financial planning and portfolio management across a range of client types — individual and small-business accounts, pooled investment vehicles, and institutional or corporate accounts. Fees are charged via a mix of percentage-of-AUM, fixed fees, and performance-based arrangements. Blue Square also conducts activities as a CPO/CTA and acts as sponsor or general partner/manager of pooled investment vehicles. The firm does not identify as an active ESG investor.