Blue Square Asset Management, LLC
Blue Square Asset Management, LLC is an SEC-registered wealth manager in New York, NY with $410.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Blue Square Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296802, SEC 801-113999, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $410.3M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 9
- Clients
- 214
- CRD
- 296802
- Ownership
- BLUESTINE, JAY, HOWARD; FLANAGAN, LAURA, LEE; JAFFE, ALLISON, GAIL; Burnett, Andrew, Michael; CEISLER, ANDREW, JAMES
How much AUM does Blue Square Asset Management, LLC have?
Blue Square Asset Management, LLC reported $410.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Blue Square Asset Management, LLC?
Disclosed owners and executives of Blue Square Asset Management, LLC include BLUESTINE, JAY, HOWARD, FLANAGAN, LAURA, LEE, JAFFE, ALLISON, GAIL, Burnett, Andrew, Michael, CEISLER, ANDREW, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.