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Bluestone Capital Management, LLC

● SEC registered since 2013CRD 157841SEC# 801-77657Wayne, PA
Export (members)
Ranks #4,035 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$351.5M
Fund GAV
$37M
Private funds
2
Employees
4
Accounts
96
Location
Wayne, PA

Bluestone Capital Management, LLC assets under management

Bluestone Capital Management, LLC is an investment advisory firm registered with the SEC based in Wayne, PA. The firm has been registered since 2013. It reports $351.5 million in regulatory assets under management and employs 4 people. Bluestone Capital Management, LLC manages 2 private funds with combined gross assets of $37 million, including Aalii Fund LP. By regulatory assets, it ranks 4,035 of 5,911 private fund managers.

Bluestone Capital Management, LLC private funds

2 funds · $37M GAV
FundTypeGross assetsMin.
Aalii Fund LPHedge$34.1M$250K
Polaris Point, LPHedge$2.9M$1M

Bluestone Capital Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Brian C. Shevland ControlChief Executive OfficerUnder 5%2012
Peter Roserio GuarinoChief Compliance OfficerUnder 5%2025
R5 Partners, Inc. ControlMember (s Corporation)Over 75%2012
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Frequently asked questions

How much does Bluestone Capital Management, LLC manage?

Bluestone Capital Management, LLC reports $351.5 million in regulatory assets under management on its Form ADV.

How many private funds does Bluestone Capital Management, LLC manage?

Bluestone Capital Management, LLC manages 2 private funds with combined gross assets of $37 million.

How many employees does Bluestone Capital Management, LLC have?

Bluestone Capital Management, LLC reports 4 employees.

Where is Bluestone Capital Management, LLC located?

Bluestone Capital Management, LLC is based in Wayne, PA and has been SEC-registered since 2013.

Does Bluestone Capital Management, LLC disclose fund performance?

Bluestone Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address37 West Ave, Suite 301, Wayne, PA 19087
Phone610-337-6500
Office hours8:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$351.5M
Non-discretionary$0
Total (RAUM)$351.5M