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| Brightstone Capital Management LLC
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| |
|---|---|
| CRD # | 289405 |
| SEC # | 801-111677 |
| CIK # | |
| AUM | $12.6 MM (2024-03-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 740-409-8235 |
| Address | Corporate Box 10 St Clair Port of Spain, Trinidad and Tobago |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 0.9 |
| (b) Individuals (high net worth individuals) | 7 | 8.4 |
| (c) Banking or thrift institutions | 1 | 2.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 12.6 |
| By Discretionary | ||
| Discretionary | 25 | 12.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 12.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.6 | |
| United States Persons | 0.0 | |
| Total | 25 | 12.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BP Capital Fund Advisors LLC
✚
|
TX | 0.0 |
|
Caterer Goodman Partners Ltd
✚
|
0.0 | |
|
Signature Intelligent Portfolios LLC
✚
|
CA | 0.0 |
|
DAC Davis Investment Counsel Inc
✚
|
0.0 | |
|
Yorkville Capital Management LLC
✚
|
NY | 0.0 |
|
Decisional Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Harbourfront Wealth America Inc
✚
|
0.0 | |
|
Nexus Capital LLC
✚
|
NY | 0.0 |
|
Nabers Wealth LLC
✚
|
AZ | 0.0 |
|
Zsenia Investments Inc
✚
|
NY | 0.0 |