Blue Horizon Equity, Inc.
● SEC registered since 2026CRD 341095SEC# 801-136098Pittsford, NY
Reg. AUM
$745.9M
Employees
45
Accounts
2,002
Location
Pittsford, NY
About Blue Horizon Equity
iTP Partners, associated with Blue Horizon Equity, provides financial strategies and investment advice using data-driven assessment, individualized planning, and ongoing management. It offers technology-enabled, diversified solutions for individuals and businesses across life stages.
Summary based on the firm’s website.
Blue Horizon Equity, Inc. assets under management
Blue Horizon Equity, Inc. is a registered investment adviser overseen by the SEC based in Pittsford, NY. The firm has been registered since 2026. It reports $745.9 million in regulatory assets under management and employs 45 people.
Blue Horizon Equity, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Cohen Hartman Control | President | Under 5% | 2026 |
| Northsouth Strategies, LLC Control | Sole Member | Over 75% | 2026 |
| Robert Louis Sansone Control | Chief Compliance Officer | Under 5% | 2026 |
| Jeffrey Cohen Hartman Control | President | 25-50% | 2026 |
| Robert Louis Sansone Control | Chief Compliance Officer | 25-50% | 2026 |
Frequently asked questions
How much does Blue Horizon Equity, Inc. manage?
Blue Horizon Equity, Inc. reports $745.9 million in regulatory assets under management on its Form ADV.
How many employees does Blue Horizon Equity, Inc. have?
Blue Horizon Equity, Inc. reports 45 employees.
Where is Blue Horizon Equity, Inc. located?
Blue Horizon Equity, Inc. is based in Pittsford, NY and has been SEC-registered since 2026.
Does Blue Horizon Equity, Inc. disclose fund performance?
Blue Horizon Equity, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Sully's Trail, Suite F, Pittsford, NY 14534 |
| Phone | 1 585 641 7900 |
| Office hours | 8:00 a.m. To 5:00 p.m. Est |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$745.9MNo change
Sep '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,389 advisers
EmployeesTop 13%
More than 87% of 16,799 advisers
Assets under management
$745.9Mregulatory AUM
Discretionary $745.9MNon-discretionary $35K