BRIGHTSTONE ADVISORS LLP

Overview

Brightstone Advisors LLP is a small independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm operates with an accountant background, which suggests tax-aware planning and integration of financial planning with portfolio management. Its stated fee mix includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements, so it can serve both ongoing advisory relationships and project-based planning work. Investment preferences tilt toward equities as the core allocation, with managers favoring exchange-traded instruments for the bulk of public-market exposure. The firm is not flagged as an active ESG investor and does not present itself as a capital allocator or pension consultant; instead it concentrates on straightforward portfolio construction and planning for private clients and some institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices