{
  "crd_number": 296802,
  "slug": "blue-square-asset-management-llc-new-york-ny-296802",
  "primary_business_name": "BLUE SQUARE ASSET MANAGEMENT, LLC",
  "legal_name": "BLUE SQUARE ASSET MANAGEMENT, LLC",
  "dbas": [
    "BLUE SQUARE DIGITAL",
    "BLUE SQUARE WEALTH"
  ],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-09-17",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 410261389.0,
  "raum_discretionary": 311269302.0,
  "raum_non_discretionary": 98992087.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 390745.0,
      "count": 5
    },
    "individuals": {
      "raum": 13455728.0,
      "count": 56
    },
    "pension_profit_sharing": {
      "raum": 25700465.0,
      "count": 24
    },
    "high_net_worth_individuals": {
      "raum": 352137022.0,
      "count": 128
    },
    "pooled_investment_vehicles": {
      "raum": 18577429.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "IA",
    "MA",
    "MI",
    "NC",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PA",
    "TX",
    "UT",
    "VA"
  ],
  "websites": [
    "https://bluesquarewealth.com",
    "https://linkedin.com/company/bluesquarewealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296802",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/blue-square-asset-management-llc-new-york-ny-296802",
  "display_name": "Blue Square Asset Management, LLC",
  "summary": "Blue Square Asset Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Blue Square Asset Management, LLC (CRD 296802): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Blue Square Asset Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Blue Square Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Blue Square Asset Management, LLC located?",
      "a": "Blue Square Asset Management, LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Blue Square Asset Management, LLC registered with the SEC or a state?",
      "a": "Blue Square Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296802."
    },
    {
      "q": "How much does Blue Square Asset Management, LLC manage?",
      "a": "Blue Square Asset Management, LLC reports $410,261,389 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (76% discretionary)."
    },
    {
      "q": "How have Blue Square Asset Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Blue Square Asset Management, LLC: Regulatory assets under management: $251,576,497 in the October 2021 data and $410,261,389 in the October 2026 data, up 63%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Blue Square Asset Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (128); individuals (other than high net worth individuals) (56); pension and profit sharing plans (but not the plan participants or government pension plans) (24)."
    },
    {
      "q": "Which custodians does Blue Square Asset Management, LLC use?",
      "a": "Blue Square Asset Management, LLC's 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."
    },
    {
      "q": "Does Blue Square Asset Management, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296802"
    },
    {
      "q": "What changed in Blue Square Asset Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $357,721,560 to $410,261,389 (+15%). Registered or notice-filed in CO, IA, MI, OH, OR, PA, UT, VA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 251576497.0,
      "total_employees": 9,
      "filing_date": "2021-07-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 251110343.0,
      "total_employees": 7,
      "filing_date": "2022-08-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 238390567.0,
      "total_employees": 6,
      "filing_date": "2023-05-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 274831501.0,
      "total_employees": 6,
      "filing_date": "2024-05-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 357721560.0,
      "total_employees": 6,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 410261389.0,
      "total_employees": 9,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $357,721,560 to $410,261,389 (+15%).",
        "Registered or notice-filed in CO, IA, MI, OH, OR, PA, UT, VA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/blue-square-asset-management-llc-new-york-ny-296802.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 56,
      "fewer_than_5": false,
      "raum": 13455728.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 128,
      "fewer_than_5": false,
      "raum": 352137022.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 18577429.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 24,
      "fewer_than_5": false,
      "raum": 25700465.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 390745.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296802",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}