Blue Ox Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
4
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
2
Average account size
$0
About
Blue Ox Capital Management provides advisory services to individuals and high‑net‑worth individuals, primarily by selecting and directing clients to third‑party investment advisers and funds rather than executing trades or holding discretionary authority over accounts. The firm’s most recent brochure reports a very small client base and no assets under management, indicating a consultative, referral‑oriented operating model.
When recommending managers Blue Ox conducts due diligence through calls, meetings and performance reviews and may allocate across mutual funds, equities, fixed income, ETFs, hedge funds, private equity and options strategies. The firm does not take custody of client assets, does not trade client accounts or recommend custodians, and delivers quarterly reporting while invoicing separately for its manager‑selection services.
Notably, Blue Ox’s model differs from many supported peers because it does not provide direct portfolio management or discretionary trading for individual accounts and does not aggregate or bunch trades on behalf of clients. The brochure also discloses a historical SRO‑related complaint (filed in 2011 and settled in 2013) and recent amendments to its third‑party manager selection fee practices, items prospective clients may want to review.
Client services
Expertise
Main office location
Blue Ox Capital Management, Inc.
24 West Railroad Pmb #157
Tenafly NJ 07670, United States
Number of offices
1
Most active in
New Jersey
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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