BLUESTEIN VENTURES MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
322246
Registered since
July 7, 2022

Firm profile

FINTRX

Overview

Bluestein Ventures Management LLC is an owner-led limited liability company that acts primarily as a sponsor and general partner for pooled investment vehicles. The adviser registered with the SEC in 2022 and is classified as an unclassified adviser. Its stated activity as sponsor, GP and managing member indicates the firm’s core function is operating and managing one or more private pooled vehicles rather than running a broad retail advisory platform. The firm is not identified as an active ESG investor and does not report multi-state advisory activity. The entity’s profile and fund structure suggest a concentrated focus on private venture investments, with capital raised and deployed through its sponsored fund rather than through separately managed client accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Emily Bluestein

    Member and Manager CRD 7579769

  • Andrew Bluestein

    Co-Founder and Managing PartnerCRD 7579768

  • Ashley Hartman

    Managing PartnerCRD 7577577

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
415 N La Salle Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth