Bsquare Investalytix LLC

Overview

Bsquare Investalytix LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm serves both individual and institutional clients and operates under a mixed fee model that includes a percentage-of-AUM component, fixed fees and performance-based fees. Investment activity is conservative in posture: the firm's asset mix is heavily weighted to cash and cash equivalents and its advisory mandate is discretionary across the client base. Bsquare Investalytix does not position itself as an ESG-focused investor and is not registered as a multi-state adviser. Investment preference appears centered on liquid, manager-driven allocations and third-party fund vehicles rather than large-scale direct investing. Given the modest scale of assets and the concentration in cash, the firm likely prioritizes capital preservation and liquidity while using external managers for diversified exposures where appropriate.

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Location & Offices