BLUESHIFT ASSET MANAGEMENT
Firm details
- Headquarters
- RED BANK, New Jersey
- CRD number
- 290637
- Registered since
- December 7, 2017
- Website
- www.blueshift.am
- Custodians
- MORGAN STANLEY & CO. LLC, BOFA SECURITIES, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other Investment Advisers71.56%
- Pooled Investment Vehicles28.44%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Blueshift Asset Management is a hedge-fund style investment adviser organized as an LLC and registered with the SEC since 2017. The firm operates primarily for institutional clients and serves as a sponsor, general partner and managing member of pooled investment vehicles. Its regulatory filings list CPO/CTA activity and portfolio management for pooled vehicles as core advisory services. Fee arrangements combine asset-based charges with performance‑linked compensation. Blueshift is not positioned as an ESG investor and does not report multi‑state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Cash & Cash Equivalents28%
Owners & executives
3 of 3MANI MAHJOURI
Chief Executive Officer and Chief Information OfficerCRD 5633306
Dmitry Sarkisov
Chief Operating OfficerCRD 6878047
Lewis Hyatt
CTOCRD 6878045
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$37.8M in ETFs
99%
$37.5M
1%
$264K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $29M | 117,019 | 76.82% |
Location
RED BANK, NJ
MONMOUTH
Location
RED BANK, NJ
Headquartered in RED BANK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MONMOUTH
- Address
- 151 Bodman Pl
- Time zone
- ET (UTC-5)
- Office locations
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