Brightstone Investment Advisors LLC

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Assets, Funds, Holdings

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Brightstone Investment Advisors LLC
CRD #283896
SEC #801-108396
CIK #
AUM
Employees 7 (100% Investors, 14% Brokers)
Phone212-899-5300
Address630 Fifth Ave
New York, NY 10111
Source [IAPD]
Total AUM ($M)
2502001501005002009201420192025
Type Form D Funds Date Sold AUM
RE Lantana Realty REIT LLC [2018-03-15] 0.1 M 196.3 M
Offered $125,000 · Filed 2016-12-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Duration One year or less · Commission $6,250 · Revenue Decline to Disclose
RE Brightstone Lantana LP 2017-01-10 197.1 M
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 225.8
(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 2 225.8
By Discretionary
Discretionary 2 225.8
Non-Discretionary 0 0.0
Total 2 225.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 225.8
Total 2 225.8
Form D Directors Role # Filings # Firms 2011 - 2026
Dennis Irvin Executive Officer 10 3
John Rivard Executive Officer 4 2
Doug Lee Executive Officer 1 1
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesReal Estate
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