Overview
Assets Under Management: $281 million
Headquarters: WAYNE, PA
High-Net-Worth Clients: 171
Average Client Assets: $0.1 million
Frequently Asked Questions
BLUESTONE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157841), BLUESTONE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BLUESTONE CAPITAL MANAGEMENT, LLC is headquartered in WAYNE, PA.
BLUESTONE CAPITAL MANAGEMENT, LLC serves 171 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, BLUESTONE CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
BLUESTONE CAPITAL MANAGEMENT, LLC manages $281 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, BLUESTONE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.05%
Average Client Assets: $0.1 million
Total Client Accounts: 174
Discretionary Accounts: 174
Regulatory Filings
CRD Number: 157841
Filing ID: 1819236
Last Filing Date: 2024-03-18 08:33:00