The BLUE SQUARE ASSET MANAGEMENT is a privately held investment adviser that advises $410.26mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BLUE SQUARE ASSET MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 63.08% over the last 5-years.
The Group has been registered with the SEC for 7.87 years and is comprised of 1 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 17 STATE STREET 40TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 9 employees comprised of 6 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.
Their $410.26mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 29 other accounts. Assets of High Net Worth Individuals clients own $352.14mn or 85.83% of Total Assets and Pension and Profit Sharing Plans-Private own $25.7mn or 6.26% of Total Assets.
The Group's top investment strategies include Digital Assets, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BLUE SQUARE ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.