BLUESTONE CAPITAL MANAGEMENT, LLC

Overview

Bluestone Capital Management, LLC is structured and operated more like a hedge fund adviser than a traditional retail RIA. The firm provides discretionary portfolio management across individual and institutional clients, with advisory services that explicitly include management of investment companies and pooled investment vehicles and the selection of other advisers. Its fee model combines a percentage-of-assets charge with performance-based fees, consistent with a manager that runs concentrated or opportunistic strategies and sponsors pooled funds. Bluestone does not flag itself as an ESG-focused manager and it operates under a domestic owner structure. Bluestone’s business model spans direct portfolio management for high-net-worth individuals and small businesses as well as acting as sponsor/GP for pooled funds. That mix gives the firm latitude to run both separately managed account relationships and closed or pooled vehicles where performance fees and incentive alignment are typical.

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Location & Offices