← Directory
BRIGHTSTONE CAPITAL MANAGEMENT, LLC
CRD 289405File 801-111677
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$31.0M
Bottom 25% of cohort (national)
Discretionary AUM
$31.0M
Clients
32
32 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 15, 2017
- Principal office
- CORPORATE BOX 10, QUEEN'S PARK OVAL, ST. CLAIR, PORT OF SPAIN
- Phone
- 1 (740) 409-8235
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $31.0M
- Discretionary AUM
- $31.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 32
- Non-discretionary accounts
- 0
- Total accounts
- 32
- AUM per client
- $968K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $2.5M |
| Insurance companies | 1 | $354K |
| High net worth individuals | 9 | $13.9M |
| Banking or thrift institutions | 1 | $12.9M |
| Individuals (other than high net worth individuals) | 19 | $1.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.