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Blue Spark Capital Advisors
Filed as BLUE SPARK CAPITAL ADVISORS · Legal name Blue Spark Capital Advisors LLC
Blue Spark Capital Advisors is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.
Quick answers
From the filingHow is Blue Spark Capital Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Blue Spark Capital Advisors reports these compensation arrangements: a percentage of assets under its management.
Where is Blue Spark Capital Advisors located?
Blue Spark Capital Advisors' principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Blue Spark Capital Advisors registered with the SEC or a state?
Blue Spark Capital Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 159025.
How much does Blue Spark Capital Advisors manage?
Blue Spark Capital Advisors reports $242,792,792 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).
How have Blue Spark Capital Advisors' assets and staff changed since 2021?
In the Form ADV data for Blue Spark Capital Advisors: Regulatory assets under management: $155,565,977 in the October 2021 data and $242,792,792 in the October 2026 data, up 56%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Blue Spark Capital Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (53); individuals (other than high net worth individuals) (32); charitable organizations (2).
Which custodians does Blue Spark Capital Advisors use?
Blue Spark Capital Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Blue Spark Capital Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159025
What changed in Blue Spark Capital Advisors' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $220,589,751 to $242,792,792 (+10%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 9, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$242,792,792 as of October 2026, filing dated March 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Blue Spark Capital Advisors LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $242,792,792 | 4 | March 9, 2026 |
| October 2025 | $220,589,751 | 4 | February 26, 2025 |
| October 2024 | $208,266,939 | 2 | March 22, 2024 |
| October 2023 | $161,582,276 | 3 | September 13, 2023 |
| October 2022 | $173,382,911 | 3 | March 30, 2022 |
| October 2021 | $155,565,977 | 4 | March 29, 2021 |
Regulatory assets under management: $155,565,977 in the October 2021 data and $242,792,792 in the October 2026 data, up 56%.
Total employees: 4 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $220,589,751 to $242,792,792 (+10%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Blue Spark Capital Advisors (CRD 159025): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/blue-spark-capital-advisors-new-york-ny-159025