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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLUE SQUARE ASSET MANAGEMENT, LLC

CRD 296802

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87a0ca4f-783c-c5b6-346e-2160609363f4

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: Aug 17, 2018 to Jul 1, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.05 institutional_share=0.06 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $410MItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $311M
Private client RAUM: $366MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $58.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 651
Individual clients: 56
High net worth clients: 128
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $65.9M
Relying advisers: 1
SEC number: 801-113999
CRD: 296802
Filings on the tape: 36
First filed: Aug 17, 2018
Latest filed: Jul 1, 2026
Organised: Limited Liability Company, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAY HOWARD BLUESTINE	n/a	NEW YORK, NY	7	29	3	no
ANDREW JAMES CEISLER	n/a	NEW YORK, NY \| WESTPORT, CT	5	28	1	no
LEONARD BARRY MESHBERG	n/a	NEW YORK, NY	5	21	n/a	no
FRANCESCO ANTONIO D'ANDREA	n/a	NEW YORK, NY	5	12	2	no
ERIC JAY MAIDENBERG	n/a	NEW YORK, NY	4	9	1	no
MARK FINELLI	n/a	Chandler, AZ \| NEW YORK, NY	4	18	2	no
JAMES MASSEY DIORIO	n/a	Austin, TX \| NEW YORK, NY	0	17	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BLUE SQUARE DIGITAL MANAGED VOLATILITY BITCOIN FUND, LP	Hedge Fund	$10.7M	May 21, 2024	32	Jul 1, 2022	reported	021-438888

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLUESTINE, JAY, HOWARD	MANAGING MEMBER, FOUNDER & CEO	E	yes	11/2017	Aug 17, 2018	May 21, 2024
CEISLER, ANDREW, JAMES	PRINCIPAL, DIRECTOR ASSET MANAGEMENT	B	yes	11/2017	Dec 2, 2020	May 21, 2024
JAFFE, ALLISON, GAIL	CHIEF COMPLIANCE OFFICER	Na	yes	07/2021	Jul 12, 2021	May 21, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$410M	$311M	9	6	0	1	n/a
2024	Mar 31, 2025	$358M	$275M	6	5	0	1	n/a
2023	Mar 29, 2024	$275M	$209M	6	5	2	1	$10.7M
2022	Mar 31, 2023	$238M	$190M	6	6	2	1	$12.1M
2021	Mar 30, 2022	$291M	$225M	7	4	0	n/a	n/a
2020	Mar 29, 2021	$252M	$189M	9	4	0	n/a	n/a
2019	Mar 21, 2020	$176M	$149M	9	5	0	n/a	n/a
2018	Mar 4, 2019	$139M	$130M	8	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$410M	$358M	14.7%	$238M	19.8%	9	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	2	Nov 16, 2018	Jul 21, 2021	NEW YORK, NY	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (7)

← JAMES MASSEY DIORIOAdvisorregistration: current employment
Nov 24, 2025 to presentfactForm ADV
← MARK FINELLIAdvisorregistration: current employment
Aug 10, 2022 to presentfactForm ADV
← ERIC JAY MAIDENBERGAdvisorregistration: current employment
Jan 25, 2022 to presentfactForm ADV
← FRANCESCO ANTONIO D'ANDREAAdvisorregistration: current employment
Jul 21, 2021 to presentfactForm ADV
← LEONARD BARRY MESHBERGAdvisorregistration: current employment
Oct 27, 2020 to presentfactForm ADV
← ANDREW JAMES CEISLERAdvisorregistration: current employment
Oct 21, 2020 to presentfactForm ADV
← JAY HOWARD BLUESTINEAdvisorregistration: current employment
Aug 8, 2019 to presentfactForm ADV

Advises (1)

→ BLUE SQUARE DIGITAL MANAGED VOLATILITY BITCOIN FUND, LPPrivate fundHedge Fund, IA
Jul 1, 2022 to presentfactForm ADV

Controls (3)

← CEISLER, ANDREW, JAMESOwnerPRINCIPAL, DIRECTOR ASSET MANAGEMENT, ownership code B, individual
Dec 2, 2020 to May 21, 2024factForm ADV
← JAFFE, ALLISON, GAILOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 12, 2021 to May 21, 2024factForm ADV
← BLUESTINE, JAY, HOWARDOwnerMANAGING MEMBER, FOUNDER & CEO, ownership code E, individual
Aug 17, 2018 to May 21, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser2 advisors, team lift out
Nov 16, 2018 to Jul 21, 2021factForm ADV

Dated events

Occurred
Jul 12, 2021
Control person joined
Gail Allison Jaffe (Chief Compliance Officer) appeared on Schedule A of Blue Square Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Jul 12, 2021
Control person left
Lee Laura Flanagan (Chief Compliance Officer) no longer on Schedule A of Blue Square Asset Management, Llc (listed 2021-06-08, absent 2021-07-12)
Form ADVobserved 6 days ago
Occurred
Dec 2, 2020
Control person joined
James Andrew Ceisler (Principal, Director Asset Management) appeared on Schedule A of Blue Square Asset Management, Llc
Form ADVobserved 6 days ago
Occurred
Aug 17, 2018
First Form ADV filing
Blue Square Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87a0ca4f-783c-c5b6-346e-2160609363f4
First observed: Aug 17, 2018
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUE SQUARE ASSET MANAGEMENT, LLC

CRD 296802

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87a0ca4f-783c-c5b6-346e-2160609363f4

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAY HOWARD BLUESTINE

n/a

NEW YORK, NY

ANDREW JAMES CEISLER

n/a

NEW YORK, NY | WESTPORT, CT

LEONARD BARRY MESHBERG

n/a

NEW YORK, NY

n/a

FRANCESCO ANTONIO D'ANDREA

n/a

NEW YORK, NY

ERIC JAY MAIDENBERG

n/a

NEW YORK, NY

MARK FINELLI

n/a

Chandler, AZ | NEW YORK, NY

JAMES MASSEY DIORIO

n/a

Austin, TX | NEW YORK, NY

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BLUE SQUARE DIGITAL MANAGED VOLATILITY BITCOIN FUND, LP

Hedge Fund

$10.7M

May 21, 2024

Jul 1, 2022

reported

021-438888

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLUESTINE, JAY, HOWARD

MANAGING MEMBER, FOUNDER & CEO

yes

11/2017

Aug 17, 2018

May 21, 2024

CEISLER, ANDREW, JAMES

PRINCIPAL, DIRECTOR ASSET MANAGEMENT

yes

11/2017

Dec 2, 2020

May 21, 2024

JAFFE, ALLISON, GAIL

CHIEF COMPLIANCE OFFICER

yes

07/2021

Jul 12, 2021

May 21, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$410M

$311M

n/a

2024

Mar 31, 2025

$358M

$275M

n/a

2023

Mar 29, 2024

$275M

$209M

$10.7M

2022

Mar 31, 2023

$238M

$190M

$12.1M

2021

Mar 30, 2022

$291M

$225M

n/a

2020

Mar 29, 2021

$252M

$189M

n/a

2019

Mar 21, 2020

$176M

$149M

n/a

2018

Mar 4, 2019

$139M

$130M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$410M

$358M

14.7%

$238M

19.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nov 16, 2018

Jul 21, 2021

NEW YORK, NY

Team lift out

Ibd to new firm

0.1%