Blue Ox Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blue Ox Capital Management provides advisory services to individuals and high‑net‑worth individuals, primarily by selecting and directing clients to third‑party investment advisers and funds rather than executing trades or holding discretionary authority over accounts. The firm’s most recent brochure reports a very small client base and no assets under management, indicating a consultative, referral‑oriented operating model.
When recommending managers Blue Ox conducts due diligence through calls, meetings and performance reviews and may allocate across mutual funds, equities, fixed income, ETFs, hedge funds, private equity and options strategies. The firm does not take custody of client assets, does not trade client accounts or recommend custodians, and delivers quarterly reporting while invoicing separately for its manager‑selection services.
Notably, Blue Ox’s model differs from many supported peers because it does not provide direct portfolio management or discretionary trading for individual accounts and does not aggregate or bunch trades on behalf of clients. The brochure also discloses a historical SRO‑related complaint (filed in 2011 and settled in 2013) and recent amendments to its third‑party manager selection fee practices, items prospective clients may want to review.
Client services
Expertise
Main office
24 West Railroad Pmb #157
Tenafly NJ 07670
Advisors at this office
2
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Rodrigo C
Series 63, Series 65
Tenafly, NJ
Blue Ox Capital Management, Inc.
Rodrigo Curiel is a financial advisor with Blue Ox Capital Management, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Citigroup Global Markets and Citicorp Investment Services before joining Blue Ox Capital Management in 2021. Blue Ox Capital Management offers advisory services primarily by selecting and directing clients to third-party investment advisers and funds, focusing on a consultative, referral-oriented approach rather than discretionary management or direct trading.
Christian C
Series 66
Tenafly, NJ
Blue Ox Capital Management, Inc.
Christian Carrillo is a financial advisor at Blue Ox Capital Management, Inc. in Tenafly, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Blue Ox Capital Management since 2015. Blue Ox Capital Management provides advisory services primarily to individuals and high-net-worth clients by selecting and directing them to third-party investment advisers and funds. The firm operates on a consultative, referral-oriented model without discretionary trading or custody of client assets.
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