Bluestone Capital Management, LLC
Bluestone Capital Management, LLC is an SEC-registered wealth manager in Wayne, PA with $390.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Bluestone Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157841, SEC 801-77657, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $390.1M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Wayne, PA
- Employees
- 4
- Clients
- 6
- CRD
- 157841
- Ownership
- SMITH, KENNETH, RICHARD; CALFO, LEE, ALBERT; R5 PARTNERS, INC.; SHEVLAND, BRIAN, C.; MCCLEAN, DAVID, EDWARD
How much AUM does Bluestone Capital Management, LLC have?
Bluestone Capital Management, LLC reported $390.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Bluestone Capital Management, LLC?
Disclosed owners and executives of Bluestone Capital Management, LLC include SMITH, KENNETH, RICHARD, CALFO, LEE, ALBERT, R5 PARTNERS, INC., SHEVLAND, BRIAN, C., MCCLEAN, DAVID, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.