Bhushan Bhangale is a registered investment advisor at Bsquare Investalytix LLC, based in Kendall Park, NJ, with 1 years of industry experience. Bhushan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients will pay a maximum annual fee of 2% of assets under management along with a 20.00% performance fee based on capital appreciation. Clients who are portfolio management clients will receive subscription services at no additional charge.
Fee Estimator
Location
9 Shari Way, Kendall Park, NJ, 08824
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bhushan is a managing member of Gill Lane Investment Partners LLC, a real estate investment company, since July 2024. He dedicates minimal time to this passive investment.
Employment History
Current Registrations
Bsquare Investalytix LLC
State Registrations2 states
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