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BLUESTONE CAPITAL MANAGEMENT, LLC
CRD 157841 · SEC 801-77657
37 WEST AVE, SUITE 301, WAYNE, PA, 19087, United States
Phone
610-337-6500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$390.1M
Discretionary AUM
$390.1M
Team
4 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Selection of other advisersTHIRD PARTY MODEL PORTFOLIO SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $571K |
| High net worth individuals | 1 | $5.0M |
| Investment companies | 1 | $352.7M |
| Pooled investment vehicles | 1 | $31.8M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD