BC
BLUESTONE CAPITAL MANAGEMENT, LLC
SEC RegisteredWAYNE, PAhttps://bluestonecm.com610-337-6500
Assets Under Management
$100M–$500M
Employees
4
Office Locations
2 offices
Total Accounts
10
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPooled VehiclesState/Municipal
Services
Private funds / alternatives
Hedge
Who they serve
| 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
Inc. R5 Partners
MEMBER (S CORPORATION)
Brian C. Shevland
CHIEF EXECUTIVE OFFICER
Lee Albert Calfo
OWNER
Brian C. Shevland
OWNER
David Edward Mcclean
CHIEF COMPLIANCE OFFICER
Office locations
2 offices in 2 states
PA
WAYNEHQ
PR
HUMACAO
Regulatory & compliance
CRD number
#157841
SEC Number
801-77657
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
bluestonecm.comPhone
610-337-6500Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
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.