Bank / Wealth / TrustRIA · CRD 296802SEC-RegisteredPrivate Fund Adviser

Updated:

Blue Square Asset Management

Blue Square Asset Management began operations in 2017 from New York. It functions as a registered investment adviser focused on advisory services.

Blue Square Asset Management logo

Blue Square Asset Management

Blue Square Asset Management began operations in 2017 from New York. It functions as a registered investment adviser focused on advisory services. The firm offers asset management alongside financial planning. Clients include individuals, pension plans, and private funds. No specific asset classes, named holdings, or geographic deployment details appear in available records. No recent operational events from the last 24 months are documented. Team size, additional offices, and adjacent vehicles remain undisclosed.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, United States

Frequently asked questions

What services does Blue Square Asset Management provide?

The firm provides investment advisory services including asset management and financial planning to individuals, pension plans, and private funds.

When was Blue Square Asset Management founded?

Blue Square Asset Management was established in 2017.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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