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 organized as an LLC and SEC-registered since 2018. The firm is owned by an individual and serves both individual/family and institutional clients. Advisory services include financial planning and portfolio management across individuals, small businesses, pooled investment vehicles, and institutional clients. Blue Square also operates in roles tied to pooled vehicles — acting as sponsor, general partner or managing member — and lists CPO/CTA activity among its business lines. Fee arrangements are mixed: percentage-of-AUM, fixed fees and performance-based fees are all used. The firm is not identified as an active ESG investor and is not classified as a capital allocator.