|
⚲
|
| Bluestone Capital Management LLC
✚
|
|
|---|---|
| CRD # | 157841 |
| SEC # | 801-77657 |
| CIK # | |
| AUM | $243.3 MM (2023-03-29) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 610-337-6500 |
| Address | 37 West Ave Wayne, PA 19087 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Polaris Point LP | [2021-03-29] | 0.0 | 4.0 |
| HF | Aalii Fund LP | [2014-11-19] | 16.5 | 43.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 341 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 344 | 0.2 |
| By Discretionary | ||
| Discretionary | 344 | 0.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 344 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 344 | 0.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Lee Calfo | 7 | ||
| Brian Shevland | 4 | ||
| R5 Partners Inc | 2 | ||
| Aalii Capital LLC | 1 | ||
| Bluestone Capital Management LLC | 1 | ||
| Alpha Capital Partners LP | 1 | ||
| Polaris Point GP LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kailasa Capital Management LLC
✚
|
PA | 0.2 |
|
Menlo Advisors LLC
✚
|
CA | 0.2 |
|
Regency Capital Management Inc
✚
|
HI | 0.2 |
|
RVX Asset Management LLC
✚
|
FL | 0.2 |
|
JCP Investment Management LLC
✚
|
TX | 0.2 |
|
Montrose Advisors Incorporated
✚
|
NY | 0.2 |
|
Blue Square Asset Management LLC
✚
|
NY | 0.2 |
|
Boyle Capital Management LLC
✚
|
IA | 0.2 |
|
ODIN Capital Management LLC
✚
|
CT | 0.2 |
|
Chicago Wealth Management Inc
✚
|
IL | 0.2 |