Brian C. Shevland

Bluestone Capital Management, LLC

23 Years of Experience

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Firm Information

Bluestone Capital Management, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

1 advisor

Number of Clients

22 clients

Average Client Portfolio

$16.0M average

Assets Under Management

$351.5M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Asset management fees generally range from 1% to 2% of assets under management. Model portfolio service fees range from 0.35% to 1% of assets under management. Performance fees range up to 20% of capital appreciation. Contact info@bluestonecm.com for more details. Please review each Private Fund’s PPM for details regarding the fund’s fee schedule.

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Areas of Practice

Investment Management

Advisor Information

Office location

37 West Ave, Suite 301, Wayne, PA, 19087

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Regulatory History (1)

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Regulatory

February 2024

Final

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Other Business Activities

Brian is a part owner and president of R5 Partners, a holding company. He is also an owner of Alpha Capital Partners and a director of Digital World Acquisition Corp (DWAC), dedicating minimal time to the latter.