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New York, NY Office

Team
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Blue Square Asset Management, LLC logo

Blue Square Asset Management, LLC

Team

Firm-wide stats for Blue Square Asset Management, LLC

Total advisors

7

Across 3 offices

Clients per advisor

26 Very Low

Avg AUM per client

$1,986,917 High

HNW client ratio

70% Very High

About

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.

Based on Blue Square Asset Management, LLC

Expertise

Private / alternative investments Options & derivatives strategies

Based on Blue Square Asset Management, LLC

Location

17 State Street, 40th Floor

New York NY 10004

Advisors at this office

5

Advisors at this office

user avatar

Eric M

Series 66

New York, NY

Blue Square Asset Management, LLC

Eric Maidenberg is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services and UBS Hedge Fund Solutions, as well as leadership in his own consultancy, EJM Impact Solutions. In addition to advisory work, he is involved in management and strategy consulting for early to mid-stage businesses through his ownership of EJM Impact Solutions and a forthcoming growth strategy consultancy, Sublime Growth. Blue Square Asset Management provides financial planning, investment management, sub-advisory, and due diligence services to individuals, family offices, retirement plans, and charitable organizations. The firm employs a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across multiple asset classes and offers specialized digital asset investment strategies.

Private / alternative investments Options & derivatives strategies
user avatar

Andrew C

Series 63, Series 65

New York, NY

Blue Square Asset Management, LLC

Andrew Ceisler is a financial advisor at Blue Square Asset Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Blue Square in 2018, he worked at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management advises individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and non-discretionary sourcing and due diligence for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage exposures across various asset classes and provides specialized strategies including digital-asset separately managed accounts.

Private / alternative investments Options & derivatives strategies
user avatar

Jay B

Series 63, Series 65

New York, NY

Blue Square Asset Management, LLC

Jay Bluestine is a financial advisor with Blue Square Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, and Raymond James Financial Services. He serves as a director on the board of Tactual Labs Co. Blue Square Asset Management advises individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and non-discretionary monitoring for private funds. The firm employs a proprietary rules-based Dynamic Cash Allocation® process to manage diversified strategies across various asset classes, including specific exposure to digital assets.

Private / alternative investments Options & derivatives strategies
user avatar

Leonard M

Series 66

New York, NY

Blue Square Asset Management, LLC

Leonard Meshberg is a financial advisor at Blue Square Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc. and Raymond James Financial Services. He has been with Blue Square Asset Management since 2018 as part of a seven-advisor team. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, sub-advisory services, and non-discretionary monitoring for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage diverse strategies, including those focused on digital assets through affiliated entities and specialized separately managed accounts.

Private / alternative investments Options & derivatives strategies
user avatar

Francesco D

Series 66

New York, NY

Blue Square Asset Management, LLC

Francesco D'Andrea is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Blue Square Asset Management since 2018 and previously held positions at Raymond James Financial Services and UBS Financial Services. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, and sub-advisory services. The firm utilizes a proprietary Dynamic Cash Allocation® process to manage diversified strategies across traditional and digital assets.

Private / alternative investments Options & derivatives strategies
View complete list of advisors at this office
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