Austin, TX Office

Blue Square Asset Management advises individuals, family offices, retirement plans, charitable organizations and other advisers, providing financial planning, investment management, sub‑advisory services and non‑discretionary sourcing, due diligence and monitoring for private funds. The firm manages both discretionary and non‑discretionary accounts and also sponsors a privately offered pooled investment vehicle.

The firm applies a proprietary Dynamic Cash Allocation® process — a rules‑based quantitative framework combined with a qualitative manager overlay — to rebalance exposures across equities, fixed income, commodities, alternative investments and cash. Blue Square deploys that approach across traditional risk‑managed Growth, Balanced and Large‑Cap strategies and a suite of separately managed account strategies designed to provide direct exposure to specific digital assets.

Notable distinctions include an affiliated operating entity, Blue Square Digital LLC, that is registered with the National Futures Association as a commodity pool operator and commodity trading advisor, and a private fund that is managed as a commodity pool and focuses exclusively on digital assets. The firm also implements its digital‑asset SMAs through BitGo Prime trading and BitGo Trust custody to address custody and trading complexities, discloses the use of performance‑based compensation for its private fund and the potential use of collateralized lending or other borrowing arrangements, and offers third‑party class‑action claim monitoring and consolidated performance reporting.