The BLUESTONE CAPITAL PARTNERS is a privately held investment adviser that advises $66.84mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. BLUESTONE CAPITAL PARTNERS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets decreased by 25.55% over the last 5-years.
The Group has been registered with the SEC for 7.46 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at PMB 5333, 151 CALLE SAN FRANCISCO SUITE 200, SAN JUAN, PUERTO RICO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees decreased by 20% over the last 5-years.
Their $66.84mn in assets advised are owned by 1 private fund, 2 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $56mn or 83.79% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $10.84mn or 16.21% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Multi Strat, representing 83.79% and 16.21% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
BLUESTONE CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.