RIA Intel›Advisers›Pennsylvania›BLUESTONE CAPITAL MANAGEMENT, LLC

BLUESTONE CAPITAL MANAGEMENT, LLC

Institutional

N·WAYNE, PA

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM
$390M
1-Year AUM Growth
+6.2%
3-Year CAGR
-50.4%
Employees
2
Assets Under Management
Total AUM$390M
Discretionary AUM$390M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record49
First FilingFeb 14, 2013
Latest FilingJul 16, 2026
🔒 Full AUM trend chart and 49 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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