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BLUE SQUARE ASSET MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$410,261,389
Discretionary
$311,269,302
Non-discretionary
$98,992,087

Firm details

CRD number
296802
SEC file number
801-113999
Main office
NEW YORK, NY, United States
Employees
9
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Performance-based

As of October 2026.