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They include 128 high-net-worth individuals, 56 individual clients, and 24 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Blue Square Asset Management offer?","answer":"Blue Square Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Blue Square Asset Management use?","answer":"Blue Square Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $330M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blue Square Asset Management have?","answer":"Blue Square Asset Management has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blue Square Asset Management invest in?","answer":"At the end of its last fiscal year, Blue Square Asset Management’s separately managed accounts held 52% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 9% other, 8% cash and equivalents, 4% pooled vehicles (private funds and similar), 1% state and local bonds and 1% investment grade corporate bonds. The 9% other category is described as: Digital Assets. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blue Square Asset Management?","answer":"Blue Square Asset Management’s direct owners are Jay Bluestine (75% or more) and Andrew Ceisler (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blue Square Asset Management get paid?","answer":"Blue Square Asset Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Blue Square Asset Management?","answer":"Blue Square Asset Management’s main office is at 17 State Street, 40th Floor, New York, NY 10004. Its phone number is 646-928-8000. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}