Bluestone Capital Management LLC
Legal Name: BLUESTONE CAPITAL MANAGEMENT, LLC
Full Contact Details
Bluestone Capital Management LLC
37 WEST AVE, SUITE 301, WAYNE, PA
610-337-6500
888-337-4887
Other Info
Bluestone Capital Management LLC is a Pennsylvania-based Limited Liability Company that provides advisory services, although the number of clients it caters to is undisclosed. Boasting of a team of 20 employees, the company has been approved by the U.S. Securities and Exchange Commission since its registration in February 2013.
Strategic Wealth Management Advisors, LLC
Strategic Wealth Management Advisors, LLC provides Wealth Management and Estate Planning services to closely held, family run businesses and the affluent market. Protect, Preserve, and Grow is how we continue to service our private clientele.
BlueStone
home alternatives Polaris Point Alt Strategies etfs Adaptive Investments separate accounts Bluestone Adaptive Alpha Bluestone Elite Bluestone Income Bluestone Income Plus about us Access Us Contact About Us Bluestone is a boutique asset manager focused solely on providing our clients with differenti…
Direct Owners
-
BRIAN C. SHEVLAND
CHIEF EXECUTIVE OFFICER owns less than 5%
-
KENNETH RICHARD SMITH
CCO owns less than 5%
-
LEE ALBERT CALFO
PRESIDENT owns less than 5%
-
R5 PARTNERS, INC.
MEMBER (S CORPORATION) owns 75% or more
Indirect Owners
-
BRIAN C. SHEVLAND
MEMBERS CORPORATION owns more than 50% but less than 75%
-
LEE ALBERT CALFO
MEMBERS CORPORATION owns more than 50% but less than 75%
Prime Brokers
-
INTERACTIVE BROKERS LLC
United States
Firms Located Nearby
- Hillview Capital Advisors LLC
- Guardian Capital Partners Management Companylp
- Radnor Financial Advisors LLC
- Conestoga Capital Advisors LLC
- Gadsden LLC
- Wealthtrust Axiom LLC
- Entrust Financial LLC
- Valley Forge Capital Management LP
- Renaissance Investment Consultants Holding Company LLC
- Hotaling Investment Management LLC