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 an SEC-registered LLC that operates as a hedge fund manager and registered investment adviser since 2017. The firm serves institutional clients and runs pooled investment vehicles; it lists CPO/CTA activities and portfolio management for pooled vehicles among its core business lines. Its compensation combines an asset-based fee with performance-based fees. Blueshift is not positioned as an ESG investor and is not registered as a multi-state adviser. The firm also acts in sponsor/GP/managing-member roles for pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3
Mani 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 6Active vs passive
$120M in ETFs
100%
$120M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $70.5M | 234,592 | 58.59% |
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
Similar firms
Garden State Investment Advisory Services, LLC
RIARed Bank, NJ
Shrewsbury River Capital LP
RIARed Bank, NJ
Clear Wave Wealth Management, LLC
RIARed Bank, NJ
Atlas Private Wealth Advisors
RIARed Bank, NJ
Shorehaven Wealth Partners, LLC
RIARed Bank, NJ
WBI Investments, LLC
RIARed Bank, NJ