BLUESTONE GROWTH PARTNERS LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
COMMACK, New York
CRD number
168098
Registered since
March 4, 2014

Firm profile

FINTRX

Overview

Bluestone Growth Partners LLC is organized as a limited liability company and has maintained SEC registration since 2014. The firm is listed as owned by a combination of a domestic entity and an individual and is categorized in the source data as unclassified within that data set. The record notes that Bluestone Growth Partners is not designated as a capital allocator and does not identify itself as an active ESG investor. It is also marked as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not provided detail on its client segments, fee arrangements, specific advisory services, or day-to-day business activities in the available record.

Assets & Accounts

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 4
  • JORDAN DIAMOND

    Registered RepresentativeCRD 8216103

  • Thomas Gallagher

    Head of SalesCRD 2256480

  • ROBERT MARIETTA

    Managing DirectorCRD 1727029

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

COMMACK, NY

SUFFOLK

Location

COMMACK, NY

Headquartered in COMMACK, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SUFFOLK
Address
32 Gannet Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth