# Blue Square Asset Management

Blue Square Asset Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** bluesquarewealth.com
- **LinkedIn:** https://www.linkedin.com/company/bluesquarewealth

## Regulatory record

- **CRD number:** 296802
- **SEC file number:** 801-113999
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296802

## About

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.

## 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.

## Related profiles

- [Blue Spruce Global Advisors](https://altss.com/profile/blue-spruce-global-advisors)
- [Blue Star Capital](https://altss.com/profile/blue-star-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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