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BLUESHIFT ASSET MANAGEMENT

RED BANK, NJ · CRD 290637 · IAPD ↗ · 732-450-8401

$694.4MRegulatory AUM
10Advisory reps
13Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2026 — BLUESHIFT ASSET MANAGEMENT reported RAUM up 31% ($529.0M -> $694.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — BLUESHIFT ASSET MANAGEMENT crossed $500M in regulatory AUM ($492.6M -> $529.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
33
April 2024 — BLUESHIFT ASSET MANAGEMENT reported RAUM down 61% ($1.25B -> $492.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.