B
CRD: 333679
Bsquare Investalytix LLC
Kendall Park, NJ
7324391798
$10.9M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-10-2025
- Office Locations
- 1
Office Locations
9 Shari WAY Kendall Park NJ
About Bsquare Investalytix LLC
Bsquare Investalytix LLC is a Kendall Park-based RIA. The firm has been operating for 1 years. Managing $10.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$10.9M AVG AUM / ADVISOR
$575.6K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Bridge capital
Asset Classes
Eagle Bridge
Investment Themes
Vital momentum
Investment Vehicles
Delta
Services
North
Owner & Executives
B
Bhushan Suresh Bhangale
Chief Compliance Officer, Managing Member
- CRD
- #8001509
- Ownership
- 75% or more
(626) 703-7540
prime.signal@vectorcapital.com
in linkedin.com/in/catalyst-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,936,643 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,936,643 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,936,643
Cash:
24.1% Public Funds:
23.8% Equity - Exchange:
10.3% Derivatives:
41.8% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $490,581,111 | 24.1% |
| Public Funds | $484,474,292 | 23.8% |
| Equity - Exchange | $209,667,446 | 10.3% |
| Derivatives | $850,883,422 | 41.8% |
| Total | $2,035,606,271 | 100.0% |