BLUE SQUARE ASSET MANAGEMENT, LLC
CRD #296802 SEC #801-113999 NEW YORK, NY 646-928-8000
SEC Registered Private Funds
Total AUM
$357.7M
Discretionary
$275.5M
Employees
6
Clients
51
Accounts
599
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $357.7M | $275.5M | $82.2M | 6 | 0 |
| Mar 2025 | $357.7M | $275.5M | $82.2M | 6 | 0 |
| May 2024 | $274.8M | $209.1M | $65.8M | 6 | 0 |
| Apr 2024 | $274.8M | $209.1M | $65.8M | 6 | 0 |
| Mar 2024 | $274.8M | $209.1M | $65.8M | 6 | 0 |
| May 2023 | $238.4M | $190.4M | $48M | 6 | 0 |
| Apr 2023 | $238.4M | $190.4M | $48M | 6 | 0 |
| Mar 2023 | $238.4M | $190.4M | $48M | 6 | 0 |
| Dec 2022 | $251.1M | $193.9M | $57.2M | 7 | 0 |
| Aug 2022 | $251.1M | $193.9M | $57.2M | 7 | 0 |
| Aug 2022 | $251.1M | $193.9M | $57.2M | 7 | 0 |
| Aug 2022 | $251.1M | $193.9M | $57.2M | 7 | 0 |
| Jul 2022 | $251.1M | $193.9M | $57.2M | 7 | 0 |
| Jul 2022 | $251.1M | $193.9M | $57.2M | 7 | 0 |
| Mar 2022 | $291.3M | $224.9M | $66.4M | 7 | 0 |
| Jan 2022 | $251.6M | $189M | $62.5M | 9 | 0 |
| Jul 2021 | $251.6M | $189M | $62.5M | 9 | 0 |
| Jun 2021 | $251.6M | $189M | $62.5M | 9 | 0 |
| May 2021 | $251.6M | $189M | $62.5M | 9 | 0 |
| Mar 2021 | $251.6M | $189M | $62.5M | 9 | 0 |
| Dec 2020 | $176.3M | $148.5M | $27.8M | 9 | 0 |
| Nov 2020 | $176.3M | $148.5M | $27.8M | 9 | 0 |
| Sep 2020 | $176.3M | $148.5M | $27.8M | 9 | 0 |
| Jun 2020 | $176.3M | $148.5M | $27.8M | 9 | 0 |
| May 2020 | $176.3M | $148.5M | $27.8M | 9 | 0 |
| May 2020 | $176.3M | $148.5M | $27.8M | 9 | 0 |
| Mar 2020 | $176.3M | $148.5M | $27.8M | 9 | 0 |
| Aug 2019 | $139.1M | $129.9M | $9.2M | 8 | 0 |
| Jun 2019 | $139.1M | $129.9M | $9.2M | 8 | 0 |
| Mar 2019 | $139.1M | $129.9M | $9.2M | 8 | 0 |
| Jan 2019 | $105.9M | $92.1M | $13.8M | 8 | 0 |
| Nov 2018 | $0 | $0 | $0 | 4 | 0 |
| Aug 2018 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$357.7M
Discretionary$275.5M
Non-Disc.$82.2M
Employees6
Clients0
DateMar 2025
Total AUM$357.7M
Discretionary$275.5M
Non-Disc.$82.2M
Employees6
Clients0
DateMay 2024
Total AUM$274.8M
Discretionary$209.1M
Non-Disc.$65.8M
Employees6
Clients0
DateApr 2024
Total AUM$274.8M
Discretionary$209.1M
Non-Disc.$65.8M
Employees6
Clients0
DateMar 2024
Total AUM$274.8M
Discretionary$209.1M
Non-Disc.$65.8M
Employees6
Clients0
DateMay 2023
Total AUM$238.4M
Discretionary$190.4M
Non-Disc.$48M
Employees6
Clients0
DateApr 2023
Total AUM$238.4M
Discretionary$190.4M
Non-Disc.$48M
Employees6
Clients0
DateMar 2023
Total AUM$238.4M
Discretionary$190.4M
Non-Disc.$48M
Employees6
Clients0
DateDec 2022
Total AUM$251.1M
Discretionary$193.9M
Non-Disc.$57.2M
Employees7
Clients0
DateAug 2022
Total AUM$251.1M
Discretionary$193.9M
Non-Disc.$57.2M
Employees7
Clients0
DateAug 2022
Total AUM$251.1M
Discretionary$193.9M
Non-Disc.$57.2M
Employees7
Clients0
DateAug 2022
Total AUM$251.1M
Discretionary$193.9M
Non-Disc.$57.2M
Employees7
Clients0
DateJul 2022
Total AUM$251.1M
Discretionary$193.9M
Non-Disc.$57.2M
Employees7
Clients0
DateJul 2022
Total AUM$251.1M
Discretionary$193.9M
Non-Disc.$57.2M
Employees7
Clients0
DateMar 2022
Total AUM$291.3M
Discretionary$224.9M
Non-Disc.$66.4M
Employees7
Clients0
DateJan 2022
Total AUM$251.6M
Discretionary$189M
Non-Disc.$62.5M
Employees9
Clients0
DateJul 2021
Total AUM$251.6M
Discretionary$189M
Non-Disc.$62.5M
Employees9
Clients0
DateJun 2021
Total AUM$251.6M
Discretionary$189M
Non-Disc.$62.5M
Employees9
Clients0
DateMay 2021
Total AUM$251.6M
Discretionary$189M
Non-Disc.$62.5M
Employees9
Clients0
DateMar 2021
Total AUM$251.6M
Discretionary$189M
Non-Disc.$62.5M
Employees9
Clients0
DateDec 2020
Total AUM$176.3M
Discretionary$148.5M
Non-Disc.$27.8M
Employees9
Clients0
DateNov 2020
Total AUM$176.3M
Discretionary$148.5M
Non-Disc.$27.8M
Employees9
Clients0
DateSep 2020
Total AUM$176.3M
Discretionary$148.5M
Non-Disc.$27.8M
Employees9
Clients0
DateJun 2020
Total AUM$176.3M
Discretionary$148.5M
Non-Disc.$27.8M
Employees9
Clients0
DateMay 2020
Total AUM$176.3M
Discretionary$148.5M
Non-Disc.$27.8M
Employees9
Clients0
DateMay 2020
Total AUM$176.3M
Discretionary$148.5M
Non-Disc.$27.8M
Employees9
Clients0
DateMar 2020
Total AUM$176.3M
Discretionary$148.5M
Non-Disc.$27.8M
Employees9
Clients0
DateAug 2019
Total AUM$139.1M
Discretionary$129.9M
Non-Disc.$9.2M
Employees8
Clients0
DateJun 2019
Total AUM$139.1M
Discretionary$129.9M
Non-Disc.$9.2M
Employees8
Clients0
DateMar 2019
Total AUM$139.1M
Discretionary$129.9M
Non-Disc.$9.2M
Employees8
Clients0
DateJan 2019
Total AUM$105.9M
Discretionary$92.1M
Non-Disc.$13.8M
Employees8
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0