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).

By the Numbers
  • Total Assets Under Management
    281
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $1,614,857
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, GA, MA, MD, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA

Financial Advisors at Bluestone Capital Management, LLC
No Advisor Found.
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