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BLUE SQUARE ASSET MANAGEMENT, LLC
CRD 296802 · SEC 801-113999
17 STATE STREET, 40TH FLOOR, NEW YORK, NY, 10004, United States
Phone
646-928-8000
Fax
646-690-1223
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$410.3M
Discretionary AUM
$311.3M
Team
9 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $13.5M |
| High net worth individuals | 128 | $352.1M |
| Pooled investment vehicles | 1 | $18.6M |
| Pension/profit sharing plans | 24 | $25.7M |
| Charitable organizations | 5 | $391K |
States served
AZ, CA, CO, IA, MA, MI, NJ, NY, NC, OH, OR, PA, UT, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD