Bluestone Equity Partners
Bluestone Equity Partners is an SEC-registered asset manager in New York, NY with $439.9M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Bluestone Equity Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323332, SEC 801-126705, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $439.9M (2026-06-29)
- Firm type
- Asset Manager
- Location
- New York, NY
- Employees
- 9
- Clients
- 1
- CRD
- 323332
- Ownership
- SHARMA, SHARAD, KUMAR; CHARTERS, KYLE, JOSHUA; BRUMSKINE, WALKER, PHILLIP; BLUESTONE EQUITY PARTNERS, LLC; Cho, Mark, Sun
How much AUM does Bluestone Equity Partners have?
Bluestone Equity Partners reported $439.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Bluestone Equity Partners?
Disclosed owners and executives of Bluestone Equity Partners include SHARMA, SHARAD, KUMAR, CHARTERS, KYLE, JOSHUA, BRUMSKINE, WALKER, PHILLIP, BLUESTONE EQUITY PARTNERS, LLC, Cho, Mark, Sun. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.