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| Bluestone Capital Management LLC
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| CRD # | 157841 |
| SEC # | 801-77657 |
| CIK # | |
| AUM | 390.1 M (2026-03-23) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 610-337-6500 |
| Address | 37 West Ave Wayne, PA 19087 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Polaris Point LP | [2021-03-29] | 2.9 M | |
| Filed 2020-12-29 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Aalii Fund LP | [2014-11-19] | 16.5 M | 31.8 M |
| Filed 2015-06-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 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 | 10 | 0.4 |
| By Discretionary | ||
| Discretionary | 10 | 0.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 10 | 0.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Lee Calfo | Executive Officer | 7 | 4 | |
| Brian Shevland | Executive Officer | 4 | 3 | |
| R5 Partners Inc | Director | 2 | 2 | |
| Polaris Point GP LLC | Director | 1 | 1 | |
| Aalii Capital LLC | Director | 1 | 1 | |
| Bluestone Capital Management LLC | Director | 1 | 1 | |
| Alpha Capital Partners LP | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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