Brian is Chief Executive Officer and has served as Chief Executive Officer since 09/01/2012. Bluestone Capital Management, LLC operates as an advisory firm headquartered in Wayne, Pennsylvania. Bluestone Capital Management, LLC is based out of Wayne, Pennsylvania, and operates out of two other locations across the country. Kenneth is Chief Compliance Officer and has served as Chief Compliance Officer since 01/01/2014. Bluestone Capital Management, LLC, does not offer tax or legal advice. Bluestone Commercial Capital is a New Jersey commercial real estate bridge lender providing common-sense capital solutions to small and mid-sized businesses. We are wholly owned by Rw Partners, Inc., a Pennsylvania corporation. Bluestone Financial Institution Fund is a hedge fund operated by Bluestone Capital Management, Llc and has approximately $14 million in assets. Kenneth Smith has an ownership stake in Bluestone Capital Management, LLC of less than 5%. Investment Advisory services offered through Bluestone Capital, LLC. NEW SITE LANCH : SEPTEMBER 2020. Bluestone Capital Management We invest our client’s money how we invest our own When asked by investors how we invest our money the answer is simple; we invest in our strategies. Bluestone Capital Management, LLC is a registered investment firm based in Cherry Hill, New Jersey. Other Link. Bluestone Capital Management is based out of Wayne. Securities offered through MCG Securities, LLC Member FINRA/SIPC. Kenneth Smith has an ownership stake in Bluestone Capital Management, LLC of less than 5%. Please click here for Bluestone’s Disclosures: Bluestone Wealth Management LLC, 67 Winter Street, Keene, NH 03431 (603) 499-4737 As a company, Bluestone Capital Management, LLC manages $2 billion in assets dispersed across 753 accounts and employs 10 staff members. Orso Capital Management. Investment Advisory services offered through Bluestone Capital, LLC. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states … Aalii Fund LP is a hedge fund operated by Bluestone Capital Management, Llc and has approximately $34 million in assets. The Group is made up of lending, investment and portfolio servicing businesses and is owned by a mix of private and institutional shareholders including Australia's Macquarie Bank, senior staff and management. Bluestone Capital Management, LLC, does not offer tax or legal advice. With our over 50 member team, we plan to continue to provide excellent service in our 3 business lines: Commercial Construction, Real Estate and Investments. This site is published for residents of the United States only. Get directions, reviews and information for Bluestone Capital Management LLC in King Of Prussia, PA. Bluestone Capital Management LLC 630 Freedom Business Center Dr King Of Prussia PA 19406. It handles $2.5 billion in assets under management throughout 1,462 accounts, placing it among the biggest financial advisory firms in the country by assets under management (AUM). BLUESTONE CAPITAL. At Bluestone Capital, ... yet proven strategy toward property acquisition and management. Bluestone Capital Management LLC operates as an investment adviser. Lee is President and has served as President since 02/01/2010. Bluestone Capital Management LLC is a Minnesota Limited-Liability Company (Domestic) filed on July 16, 2020. This site is published for residents of the United States only. As of the firm's last SEC filing on August 5, 2019, the firm has 5 employees. "Management with Integrity" Condominiums Townhomes Home Owner Associations Single Family Homes Commercial Buildings Retail Centers Light Industrial Menu & Reservations Make Reservations . BLUESTONE CAPITAL. The Group is made up of lending, investment and portfolio servicing businesses and is owned by a mix of private and institutional shareholders including Australia's Macquarie Bank, senior staff and management. BLUESTONE CAPITAL MANAGEMENT, LLC: DELAWARE LIMITED-LIABILITY COMPANY: WRITE REVIEW: Address: 160 Greentree Dr Ste 101 Dover, DE 19904: Registered Agent: National Registered Agents, Inc. Filing Date: December 20, 2017: File Number: 6671458: Contact Us About The Company Profile For Bluestone Capital Management, LLC Bluestone Capital Management, LLC is headquartered in Wayne, Pennsylvania, and has two other locations across the United States. When we deem it appropriate to position the portfolio defensively, this strategy considers cash to be an asset class and will allocate a significant percentage to cash and cash equivalents. The Company provides mergers and acquisitions capital raising and fairness opinion and valuation services. As of the firm's last SEC filing on October 18, 2019, the firm has 20 employees and has $2.54 Billion in Regulatory Assets Under Management (RAUM). The company's filing status is listed as Active / In Good Standing and its File Number is 1167900000022. John has spent more than two decades in private equity and investment banking focused on the middle market aerospace, defense, and government sector. The firm has offices in two locations and a total of 10 employees. We specialize in the management of highly differentiated investment strategies. The extensive industry-focus and experience of our firm’s principals and investors offers unique insights and value to the management teams of our portfolio companies. Bluestone Capital Management is a hedge fund with 753 clients and discretionary assets under management (AUM) of … The project was undertaken during the peak of New York’s hotspot COVID-19 pandemic which placed significant constraints on labor and material supply. Bluestone Capital Management LLC operates as an investment adviser. Bluestone Capital Management, LLC (“Bluestone”, “we” or “us”) became a state registered investment adviser in September 2011 and became registered with the Securities and Exchange Commission (“SEC”) in February t r s u. [email protected] For additional information, please contact our Compliance Department at (610) 337-6500. View Form ADVs for this SEC registered investment adviser and thousands more using PredictiveOps. Bluestone Capital Management, Wayne, PA. 45 likes. This site is published for residents of the United States only. As of the firm's last SEC filing on August 5, 2019, the firm has 5 employees. Prior to joining Pollen Street, Connor worked at Bluestone Capital Management in both the UK & Australia. Adaptive Growth Opportunities (ticker symbol: CATEX) is an adaptive portfolio designed as an equity replacement strategy focused on improving the risk-adjusted performance for our investors over the course of a full market cycle. For additional information, please contact our Compliance Department at (610) 337-6500. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. John has spent more than two decades in private equity and investment banking focused on the middle market aerospace, defense, and government sector. John Allen is co-founder and Managing Partner of Bluestone Investment Partners, a private equity group focused on investing in small defense and government services companies. Bluestone Capital Management, LLC, does not offer tax or legal advice. 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