BLUE SQUARE ASSET MANAGEMENT, LLC
C33
CRD 296802·SEC 801-113999·NEW YORK, NY
AUM
$410.3M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $139.1M
'21 · $176.3M
'22 · $251.6M
'23 · $251.1M
'25 · $357.7M
'26 · $410.3M
'20'26
$139.1M → $410.3M▲ +195%
Client mix
| Individuals High Net Worth | 128 |
| Individuals Other | 56 |
| Pension Profit Sharing Plans | 24 |
| Charitable Organizations | 5 |
| Pooled Investment Vehicles | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 5 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 5 advisors
'26 · 6 advisors
'20'26
6 advisors → 6 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Window
| State Street | 1 |
Full
| Charles Schwab | 6 |
| State Street | 5 |
| E*trade | 4 |
| Jpmorgan | 2 |
Edgar Addresses
Mailing
17 STATE STREET40TH FLOORNEW YORK, NY 10004
Business
17 STATE STREET40TH FLOORNEW YORK, NY 10004
Edgar Recent Filings
13F-HR2026-04-15 · 0001769578-26-000005
13F-HR2026-01-20 · 0001769578-26-000002