Bsquare Investalytix LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,650,778
Clients
18
Advisors
1
of 1 employees
About
BSQUARE INVESTALYTIX LLC is a solo independent registered investment adviser that provides discretionary portfolio management and a subscription-based market recommendation service primarily to high‑net‑worth individuals. Like many independent firms, it focuses its advice on equities and ETFs and prepares individualized Investment Policy Statements with ongoing portfolio monitoring.
The firm combines charting, cyclical, fundamental and technical analysis and employs long‑term and short‑term trading alongside options strategies, including covered and uncovered option positions. BXBINVEST generally operates with discretionary trading authority and documents risk tolerances and allocation decisions to guide portfolio implementation.
Notably, the firm accepts performance‑based fees for qualified clients and maintains side‑by‑side management policies to address conflicts between performance‑fee and non‑performance accounts, which is uncommon among peers. It also offers a standalone subscription research service (provided at no additional charge to its portfolio management clients) and concentrates its client base on high‑net‑worth individuals rather than serving lower‑net‑worth individual clients.
Client services
Expertise
Fee options
up to 2.00% annually
Maximum annual fee of 3.00% of assets under management plus 20.00% performance fee on capital appreciation for qualified clients
$150 per month (weekly subscription service), negotiable
Main office
9 Shari Way
Kendall Park NJ 08824
Advisors at this office
1
Most active in
New Jersey · Texas
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
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