Firm profile

BRIGHTSTONE CAPITAL MANAGEMENT, LLC

ST. CLAIR, PORT OF SPAINCRD 289405Latest ADV March 26, 2026

Brightstone Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Clair, Port Of Spain.

Assets Under Management
$31M
Employees
1
Offices
--
Total Clients
32
Primary office
ST. CLAIR, PORT OF SPAIN
CORPORATE BOX 10, QUEEN'S PARK OVAL, ST. CLAIR, PORT OF SPAIN, Trinidad and Tobago
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(740) 409-8235
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOAndy N. Jogie

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.4% of total clients.
Top client categories% of clientsClients
1
Individuals
59.4%
19
2
HNWI
28.1%
9
3
Corporations
6.3%
2
4
Banks
3.1%
1
5
Insurance Cos.
3.1%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$31Mas of March 26, 2026
Discretionary100.0%
$31M
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$31M
Total Accounts32
10Y AUM Change+$31M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee32:1
10Y Employee Change0 (0.0%)

* 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.