The BLUESTONE CAPITAL MANAGEMENT is a privately held investment adviser that advises $476.78mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. BLUESTONE CAPITAL MANAGEMENT is a Public/Private Fund Assets decreased by 78.8% over the last 5-years.
The Group has been registered with the SEC for 13.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 37 WEST AVE SUITE 301, WAYNE, PENNSYLVANIA. The Group has 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 33.33% over the last 5-years.
Their $476.78mn in assets advised are owned by 2 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $352.68mn or 73.97% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $118.49mn or 24.85% of Total Assets.
The Group's top investment strategies include Real Estate and Multi Strat, representing 73.16% and 26.84% of total assets, respectively.
They advise 4 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
BLUESTONE CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.