Bluestone Capital Management, LLC
Bluestone Capital Management, LLC (CRD# 157841) is a financial advisory firm headquartered in Wayne, PA. They manage $280,985,152 in 174 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management281MILLION
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Total Number of Accounts174ACCOUNTS
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Average Account Value$1,614,857
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, DE, FL, GA, MA, MD, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA
Richard Farr (CRD# 2659178) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Cherry Hill, NJ and has over 23 years of experience in the finance industry.
James McGovern (CRD# 4415768) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Cherry Hill, NJ and has over 12 years of experience in the finance industry.
Brian Shevland (CRD# 4570496) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 21 years of experience in the finance industry.