A complete list of active advisors currently associated with Blue Square Asset Management, LLC

Warmer can help you find a great advisor at Blue Square Asset Management, LLC or one who fits your needs even better.

Blue Square Asset Management is an SEC‑registered adviser serving individuals (including high‑net‑worth clients), family offices and institutional investors, as well as a privately offered pooled investment vehicle. The firm provides financial planning, discretionary and non‑discretionary portfolio management, sub‑advisory model services, and sourcing, due‑diligence and monitoring for private fund investments. The firm applies a proprietary Dynamic Cash Allocation® process that combines a quantitative, rules‑based model with a qualitative manager overlay to adjust allocations across equities, bonds, commodities, alternatives and cash. That risk‑managed approach is used across traditional growth and balanced portfolios and a suite of separately managed account strategies designed to provide direct exposure to spot digital assets, with custody and trading arrangements implemented through partners such as Anchorage and BitGo. Several features distinguish Blue Square from many peers: an affiliated entity, Blue Square Digital, is registered with the NFA as a commodity pool operator and commodity trading advisor, and the firm sponsors and advises a private fund that is registered as a commodity pool and pays incentive allocations. The firm also discloses and advertises performance results (including predecessor performance) for certain strategies, operates multiple token‑specific SMA digital‑asset strategies, and at times utilizes borrowing or margin in separately managed accounts — a combination of activities that is uncommon among similar team advisers.

To learn more about the advisors currently working at Blue Square Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.