SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Blue Square Asset Management, LLC
New York, NY
CRD 296802
Firm filing updated July 1, 2026 ·
- $410.3MAssets
- 214Clients
- 6Advisory staff
- 651Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals128
- Individuals56
- Pension and profit sharing plans24
- Charities5
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 56 | $13.5 million |
| High net worth individuals | 128 | $352.1 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $18.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $25.7 million |
| Charitable organizations | 5 | $390,745 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$410.3 million
- Accounts651
- Discretionary$311.3 million · 494 accounts
- Non-discretionary$99.0 million · 157 accounts
People
- Employees9
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients51 to 100
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 296802, SEC file 801-113999.
- Registered with the SEC as an investment advisor (status date on record: September 17, 2018).
Is Blue Square Asset Management, LLC a fiduciary?
Short answer: Blue Square Asset Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.