Data / Investment advisers / New Jersey / Blueshift Asset Management
Blueshift Asset Management, Red Bank, NJ: $694 million AUM, SEC registered investment adviser
Blueshift Asset Management is an SEC registered investment adviser with its main office in Red Bank, New Jersey and reports $694 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include other investment advisers and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 290637
- SEC file number
- 801-112122
- SEC status
- Approved, effective December 7, 2017
- Legal name
- Blueshift Asset Management, LLC
- Main office
- 151 Bodman Pl. Suite 301, Red Bank, NJ 07701
- Phone
- (732) 450-8401
- Regulatory AUM
- $694,368,155 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $694,368,155
- Accounts
- 7
- Employees
- 13, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $197,500,379
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 4 | $496.9 million |
| Pooled investment vehicles | 3 | $197.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $694.4 million | March 30, 2026 |
| December 1, 2025 | $529 million | March 28, 2025 |
Other advisers in Red Bank
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Withum Wealth Management | Red Bank | $2.34 billion | Not listed | adviserinfo.sec.gov |
| Newport Capital Group, LLC | Red Bank | $1.28 billion | 1 | adviserinfo.sec.gov |
| Lighthouse Financial Advisors, Inc. | Red Bank | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Atlas Private Wealth Advisors | Red Bank | $859.8 million | Not listed | adviserinfo.sec.gov |
| Shrewsbury River Capital LP | Red Bank | $757.5 million | 3 | adviserinfo.sec.gov |
| Garden State Investment Advisory Services, LLC | Red Bank | $673.8 million | Not listed | adviserinfo.sec.gov |
| Clear Wave Wealth Management, LLC | Red Bank | $617 million | Not listed | adviserinfo.sec.gov |
| Shorehaven Wealth Partners, LLC | Red Bank | $541.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Red Bank, NJ
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving other investment advisers
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Blueshift Asset Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.