BLUESTONE CAPITAL MANAGEMENT, LLC
SEC RegisteredRESEARCH-DRIVEN INVESTING. EXPERIENCED HUMAN INSIGHT.
About the firm
Bluestone works with asset managers, advisor platforms, and institutions that want a steady, research-driven investment partner. They bring a quantitative lens, clear communication, and a process that adapts to real-world constraints.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Sub-advisory mandates, model portfolio management for RIAs, TAMPs, and advisor platforms, outsourced CIO (OCIO) support for institutions, and institutional consulting for allocation decisions, manager evaluation, and governance questions.
Who they serve
Asset managers seeking sub-advisory support, advisor platforms building model offerings, and institutions that want outside investment leadership.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4 | $571k |
| High Net Worth Individuals | 1 | $5.0M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $32M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLUESTONE CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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