Blue Ox Capital Management, Inc.

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Client assets under management

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

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

Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Active portfolio management

Main office location

Blue Ox Capital Management, Inc.

24 West Railroad Pmb #157

Tenafly NJ 07670, United States

Number of offices

Most active in

New Jersey

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

646-862-0140

Advisors at this firm

Rodrigo C

Series 63, Series 65

Tenafly, NJ

Blue Ox Capital Management, Inc.

Rodrigo Curiel is a financial advisor at Blue Ox Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CitiGroup Global Markets Inc. and CitiBank. Since 2021, he has been with Blue Ox Capital Management, where he serves as one of two advisors. Blue Ox Capital Management provides advisory services primarily to high-net-worth individuals, focusing on asset allocation across a range of investment vehicles. The firm directs clients to third-party investment advisers and emphasizes manager selection and asset allocation without managing portfolios directly or taking custody of client assets.

Options & derivatives strategies Private / alternative investments Active portfolio management

Christian C

Series 66

Tenafly, NJ

Blue Ox Capital Management, Inc.

Christian Carrillo is a financial advisor at Blue Ox Capital Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been with Blue Ox since 2015. Blue Ox Capital Management provides advisory services primarily to high-net-worth individuals, focusing on manager selection and asset allocation across a range of investment products without taking custody of client assets. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to recommend both long- and short-term strategies, including options trading where appropriate.

Options & derivatives strategies Private / alternative investments Active portfolio management

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