Bluestone Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated March 23, 2026, reports $390M in regulatory assets under management, 4 employees, 1 office, and 10 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.1% of total clients.
Top client categories% of clientsClients
1
Individuals
57.1%
4
2
HNWI
14.3%
1
3
Investment Cos.
14.3%
1
4
Pooled Investment Vehicles
14.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$390Mas of March 23, 2026
Discretionary100.0%
$390M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$390M
Total Accounts10
10Y AUM Change$-2.6B (-86.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee2:1
10Y Employee Change-14 (-77.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.