Blue Square Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $410M in regulatory assets under management, 9 employees, and 651 accounts.
Assets Under Management
$410M
Employees
9
Offices
--
Total Clients
214
Primary office
NEW YORK, NY
17 STATE STREET, 40TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.8% of total clients.
Top client categories% of clientsClients
1
HNWI
59.8%
128
2
Individuals
26.2%
56
3
Pension Plans
11.2%
24
4
Charitable
2.3%
5
5
Pooled Investment Vehicles
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$410Mas of March 31, 2026
Discretionary75.9%
$311M
76% of total RAUM75.9%
Non-discretionary24.1%
$99M
24% of total RAUM24.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$410M
Total Accounts651
10Y AUM Change+$410M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee24:1
10Y Employee Change+5 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.