Bluestone Capital Management, LLC
Bluestone Capital Management, LLC (CRD# 157841) is a financial advisory firm headquartered in Wayne, PA. They manage $280,985,152 in 174 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management281MILLION
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Total Number of Accounts174ACCOUNTS
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Average Account Value$1,614,857
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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CA, CO, CT, DC, DE, FL, GA, MA, MD, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA
Richard Farr (CRD# 2659178) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Cherry Hill, NJ and has over 23 years of experience in the finance industry.
James McGovern (CRD# 4415768) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Cherry Hill, NJ and has over 13 years of experience in the finance industry.
Brian Shevland (CRD# 4570496) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 21 years of experience in the finance industry.