Bluestone Capital Management, LLC

RIASEC RegisteredEst. 2013

Total AUM

$390M

Discretionary

$390M

100% of AUM

Avg account

$39M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Wayne, Pennsylvania
CRD number: 157841
Registered since: February 25, 2013
Website: www.bluestonecm.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies90.41%
Pooled Investment Vehicles8.15%
HNWI1.29%
Individuals0.15%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Bluestone Capital Management, LLC is an SEC-registered investment adviser set up as an LLC and registered in 2013. The firm is classified as a hedge fund manager that serves both high-net-worth individuals/families and institutional clients. Its fee model combines a percentage of assets under management with performance-based fees, consistent with hedge fund-style compensation. Bluestone provides discretionary portfolio management across several client types — individuals and small businesses, investment companies, and pooled investment vehicles — and also performs selection of third-party advisers. The firm is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. It has affiliations that include roles as broker-dealer sponsor, general partner, and managing member of pooled vehicles.