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BLUE SQUARE ASSET MANAGEMENT, LLC
CRD 296802File 801-113999
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$410.3M
Below cohort median (national)
Discretionary AUM
$311.3M
Non-discretionary $99.0M
Clients
214
651 accounts
Employees
9
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 17, 2018
- Principal office
- 17 STATE STREET, 40TH FLOOR, NEW YORK, NY, 10004
- Phone
- 646-928-8000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $410.3M
- Discretionary AUM
- $311.3M
- Non-discretionary AUM
- $99.0M
- Discretionary accounts
- 494
- Non-discretionary accounts
- 157
- Total accounts
- 651
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $391K |
| High net worth individuals | 128 | $352.1M |
| Pooled investment vehicles | 1 | $18.6M |
| Pension and profit sharing plans | 24 | $25.7M |
| Individuals (other than high net worth individuals) | 56 | $13.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.