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BLUESTONE CAPITAL MANAGEMENT, LLC
CRD 157841File 801-77657
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 16, 2026
Feed vintage Oct 2, 2026
Regulatory AUM
$390.1M
Below cohort median (national)
Discretionary AUM
$390.1M
Clients
7
10 accounts
Employees
4
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 25, 2013
- Principal office
- 37 WEST AVE, SUITE 301, WAYNE, PA, 19087
- Phone
- 610-337-6500
- Website
- HTTP://WWW.BLUESTONECM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $390.1M
- Discretionary AUM
- $390.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10
- Non-discretionary accounts
- 0
- Total accounts
- 10
- AUM per client
- $55.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $352.7M |
| High net worth individuals | 1 | $5.0M |
| Pooled investment vehicles | 1 | $31.8M |
| Individuals (other than high net worth individuals) | 4 | $571K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C5
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 22 | 7 | decreased by15 |
| Apr 1, 2026 | AUM | $351,518,705 | $390,099,951 | increased by$38,581,246 |
| Apr 1, 2026 | Accounts | 96 | 10 | decreased by86 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 342 | 22 | decreased by320 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $217,405,000 | $351,518,705 | increased by$134,113,705 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 344 | 96 | decreased by248 |
| Oct 1, 2022 | Clients | 350 | 342 | decreased by8 |
| Oct 1, 2022 | AUM | $1,679,632,234 | $217,405,000 | decreased by$1,462,227,234 |
| Oct 1, 2022 | Accounts | 350 | 344 | decreased by6 |
| Apr 1, 2022 | Employees | 6 | 4 | decreased by2 |
| Apr 1, 2022 | Clients | 609 | 350 | decreased by259 |
| Apr 1, 2022 | AUM | $2,279,167,406 | $1,679,632,234 | decreased by$599,535,172 |
| Apr 1, 2022 | Accounts | 611 | 350 | decreased by261 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLUESTONE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUESTONE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.