Bluestone Capital Management, LLC
Assets Under Management
$351.5M
Number of Clients
22
Number of Advisors
1
Average Client AUM
$16.0M
AUM per Advisor
$351.5M
Compensation
Fee-Only (AUM)
About This Firm
Bluestone Capital Management, LLC is an SEC-registered investment adviser providing advisory and investment management services. They manage separate accounts, private funds, and offer sub-advisory services. Their strategies include Bluestone Elite, Income Portfolio, and Asset Allocation Portfolio. They also offer model portfolio services to other advisors.
Fee Structure
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.
Areas of Practice
Location
37 West Ave, Suite 301, Wayne, PA, 19087