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Bsquare Investalytix LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,650,778
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
18
61% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$591,710
About
BSQUARE INVESTALYTIX LLC is a solo independent registered investment adviser that provides discretionary portfolio management and a subscription-based market recommendation service primarily to high‑net‑worth individuals. Like many independent firms, it focuses its advice on equities and ETFs and prepares individualized Investment Policy Statements with ongoing portfolio monitoring.
The firm combines charting, cyclical, fundamental and technical analysis and employs long‑term and short‑term trading alongside options strategies, including covered and uncovered option positions. BXBINVEST generally operates with discretionary trading authority and documents risk tolerances and allocation decisions to guide portfolio implementation.
Notably, the firm accepts performance‑based fees for qualified clients and maintains side‑by‑side management policies to address conflicts between performance‑fee and non‑performance accounts, which is uncommon among peers. It also offers a standalone subscription research service (provided at no additional charge to its portfolio management clients) and concentrates its client base on high‑net‑worth individuals rather than serving lower‑net‑worth individual clients.
Client services
Portfolio management
Subscription service
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
up to 2.00% annually
Maximum annual fee of 3.00% of assets under management plus 20.00% performance fee on capital appreciation for qualified clients
$150 per month (weekly subscription service), negotiable
Main office location
Bsquare Investalytix LLC
Kendall Park NJ, United States
Number of offices
1
Most active in
Bsquare Investalytix LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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