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.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$694MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$694M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

13

Advisory employees

10

Offices

0Schedule D 1.F, beyond the principal office

Accounts

7

Individual clients

0

High net worth clients

0

Private funds

1Schedule D 7.B(1)

Custody, client assets

$27,223

SEC number

801-112122

CIK

1727827

CRD

290637

Filings on the tape

19

First filed

Nov 6, 2017

Latest filed

Mar 30, 2026

Organised

Limited Liability Company, DE

• Occurred

  Mar 30, 2026
  Regulatory AUM changed

  Blueshift Asset Management reported RAUM $694.4M, up 31% from $529.0M (2025-03-28 to 2026-03-30)

  Form ADVobserved 5 days ago
  $165M
• Occurred

  Mar 29, 2024
  Regulatory AUM changed

  Blueshift Asset Management reported RAUM $492.6M, down 61% from $1.3B (2023-05-10 to 2024-03-29)

  Form ADVobserved 5 days ago
  $-758M
• Occurred

  Mar 31, 2023
  Regulatory AUM changed

  Blueshift Asset Management reported RAUM $1.3B, down 63% from $3.4B (2022-11-30 to 2023-03-31)

  Form ADVobserved 5 days ago
  $-2.2B
• Occurred

  Mar 30, 2022
  Regulatory AUM changed

  Blueshift Asset Management reported RAUM $3.4B, up 39% from $2.5B (2021-08-27 to 2022-03-30)

  Form ADVobserved 5 days ago
  $949M
• Occurred

  Mar 29, 2019
  Regulatory AUM changed

  Blueshift Asset Management reported RAUM $2.6B, up 683% from $337.3M (2018-04-13 to 2019-03-29)

  Form ADVobserved 5 days ago
  $2.3B
• Occurred

  Nov 6, 2017
  First Form ADV filing

  Blueshift Asset Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ca937dce-dac6-1bc6-43e0-3ac12d86a982

First observed

Nov 6, 2017

Last observed

Mar 30, 2026 5 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.