BLUE SQUARE ASSET MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $410.3M |
| Discretionary | $311.3M76% of AUM |
| Non-Discretionary | $99.0M |
| Client Accounts | 651 |
| Avg Account Size | $630K |
| Employees | 9 |
| Peak AUM | $410.3MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $410M | +14.7% | +19.8% | +10.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $410.3M |
| Discretionary | $311.3M |
| Employees | 9 |
| Client Accounts | 651 |
| Client Range | 51-100 |
Contact & Location
Address
17 STATE STREET
NEW YORK NY 10004
Phone
646-928-8000
Filing History
35 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$311M
75.9% of AUM
Non-Discretionary
$99M
24.1% of AUM
Disc. mix ▼ 1.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Law Firm