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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bluestone Capital Management LLC
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| CRD # | 157841 |
| SEC # | 801-77657 |
| CIK # | |
| AUM | $351.5 M (2025-03-31) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 610-337-6500 |
| Address | 37 West Ave Wayne, PA 19087 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Polaris Point LP | [2021-03-29] | 0.0 | 2.9 |
| HF | Aalii Fund LP | [2014-11-19] | 16.5 | 34.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 96 | 0.4 |
| By Discretionary | ||
| Discretionary | 96 | 0.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 96 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 96 | 0.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Lee Calfo | 7 | ||
| Brian Shevland | 4 | ||
| R5 Partners Inc | 2 | ||
| Polaris Point GP LLC | 1 | ||
| Aalii Capital LLC | 1 | ||
| Bluestone Capital Management LLC | 1 | ||
| Alpha Capital Partners LP | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investment Research Partners LLC
✚
|
PA | 0.4 |
|
Masonry Capital Management LLC
✚
|
VA | 0.4 |
|
Blue Square Asset Management LLC
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|
NY | 0.4 |
|
Goldberg Advisers LLC
✚
|
CA | 0.4 |
|
Night Squared LP
✚
|
NY | 0.4 |
|
WestEnd Capital Management LLC
✚
|
CA | 0.3 |
|
Samjo Management LLC
✚
|
NY | 0.3 |
|
Sapere Wealth Management LLC
✚
|
NC | 0.3 |
|
Enhancing Capital LLC
✚
|
PA | 0.3 |
|
Kanen Wealth Management LLC
✚
|
FL | 0.3 |