Blue Square Asset Management, Llc
- Regulatory AUM
- $410M
- Discretionary
- $311M
- Clients
- 214
- Avg AUM / client
- $1.9M
- Accounts
- 651
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 56 | $13.5M | 3.28% |
| High net worth individuals | 128 | $352M | 85.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $18.6M | 4.53% |
| Pension and profit sharing plans | 24 | $25.7M | 6.26% |
| Charitable organizations | 5 | $391K | 0.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $10.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Blue Square Digital Managed Volatility Bitcoin Fund, Lp | Hedge Fund | Delaware | $10.7M | 32 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew James Ceisler | Principal, Director Asset Management | Nov 2017 (9y) | 10% – 25% | |
| Jay Howard Bluestine | Managing Member, Founder & Ceo | Nov 2017 (9y) | 75% or more | |
| Jaffe, Allison, Gail | Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Leonard Barry Meshberg | Registered representative | Oct 2020 (6y) | ||
| Francesco Antonio D'andrea | Registered representative | Jul 2021 (5y) | ||
| Eric Jay Maidenberg | Registered representative | Jan 2022 (5y) | ||
| Mark Finelli | Registered representative | Aug 2022 (4y) | ||
| James Massey Diorio | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $10.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Blue Square Digital Managed Volatility Bitcoin Fund, Lp | Hedge Fund | $10.7M | $250K | 32 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $330M (81% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗