Bluestone Capital Management, LLC is located in Wayne, Pennsylvania, and operates out of two other offices in the nation. It is illegal for insiders to make trades in their companies based on specific, non-public information. Brian is Chief Executive Officer and has served as Chief Executive Officer since 09/01/2012. These companies are located in Deephaven MN, Dover DE, and Wayne PA. 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. For additional information, please contact our Compliance Department at (610) 337-6500. BLUESTONE CAPITAL PARTNERS, LLC is an SEC Registered Investment Adviser (RIA). Bluestone Capital Management LLC is a Minnesota Limited-Liability Company (Domestic) filed on July 16, 2020. Bluestone Capital is an SEC Registered Investment Advisor. Bluestone Capital is specialist distress asset firm. Bluestone Capital Management, LLC is located in Wayne, Pennsylvania, and has two other brick-and-mortar locations in the United States. We specialize in the management of highly differentiated investment strategies. In aggregate, Bluestone Capital Management, LLC oversees $2 billion in assets dispersed across 753 client accounts and retains 10 staff members. Management owns just 3 percent of the fund. Bluestone Capital Management LLC is a Minnesota Limited-Liability Company (Domestic) filed on July 16, 2020. Bluestone Capital is an SEC Registered Investment Advisor. Connor joined Pollen Street in 2018 as part of the Investment Team. In total, Bluestone Capital Management, LLC oversees $2 billion in assets covering 753 accounts and retains 10 staff members. For additional information, please contact our Compliance Department at (610) 337-6500. Bluestone serves as portfolio manager and subadvisor to the Adaptive Growth Opportunities Fund. Bluestone Capital Management, LLC, does not offer tax or legal advice. Our experience ranges from roofing, eviction, pre-foreclosure, and property preservation to REO, full rehabs, and CO repairs. https://www.bluestonecm.com. Blue Stone provided professional services including Due Diligence studies, Project Management, Construction Management and Quantity Surveying for Marshall Retail Group (MRG). Kenneth is Chief Compliance Officer and has served as Chief Compliance Officer since 01/01/2014. Management owns just 5 percent of the fund. Bluestone Capital Management LLC operates as an investment adviser. Therefore, a response to a request for information may be delayed. The company's filing status is listed as Active / In Good Standing and its File Number is 1167900000022. Please click here for Bluestone’s Disclosures: Bluestone Wealth Management LLC, 67 Winter Street, Keene, NH 03431 (603) 499-4737 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. 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. Bluestone Capital Management, LLC operates as an advisory firm headquartered in Wayne, Pennsylvania. BLUESTONE CAPITAL. Bluestone Capital Management is a hedge fund with 753 clients and discretionary assets under management (AUM) of … Reviews (610) 337-6500 Website. Bluestone Financial Institution Fund is a hedge fund operated by Bluestone Capital Management, Llc and has approximately $14 million in assets. Lee Albert Calfo is an employee with Bluestone Capital Management, LLC, a hedge fund company. See Mike Ivey's compensation, career history, education, & memberships. Bluestone Capital Management, LLC operates as an advisory firm headquartered in Wayne, Pennsylvania. As of the firm's last SEC filing on August 5, 2019, the firm has 5 employees. The Registered Agent on file for this company is (Optional) Currently No Agent and is located at 18258 Minnetonka Blvd Ste 145, Deephaven, MN 55391. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. OBJECTIVEImprove the risk-adjusted return of a traditional all equity portfolio over the course of a full market cycle utilizing tactical asset management. Bluestone Capital Management Investment Management Wayne, PA 427 followers Our central purpose is to improve the risk adjusted performance for our clients over a full market cycle The current minimum investment for Bluestone Financial Institution Fund is $250000. Lee Calfo has an ownership stake in Bluestone Capital Management, LLC of less than 5%. The firm is based in SAN JUAN PR UNITED STATES. BLUESTONE CAPITAL. This site is published for residents of the United States only. Bluestone Capital Management, LLC, does not offer tax or legal advice. The firm's total assets under management places it among the largest firms in the United States. Lee is President and has served as President since 02/01/2010. The firm provides investment advice. NEW SITE LANCH : SEPTEMBER 2020. Therefore, a response to a request for information may be delayed. View Form ADVs for this SEC registered investment adviser and thousands more using PredictiveOps. 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). 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. Bluestone Capital Management is a hedge fund with 753 clients and discretionary assets under management (AUM) of … Overall, Bluestone Capital Management, LLC oversees $2 billion in assets across 753 client accounts and retains 10 staff members. Our experience ranges from roofing, eviction, pre-foreclosure, and property preservation to REO, full rehabs, and CO repairs. 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. We are wholly owned by R w Partners, Inc., a Pennsylvania corporation. John has spent more than two decades in private equity and investment banking focused on the middle market aerospace, defense, and government sector. Bluestone Capital Management, LLC is based out of Wayne, Pennsylvania, and operates out of two other locations across the country. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Bluestone Capital Partners, LLC operates as an investment banking firm. 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). "Management with Integrity" Condominiums Townhomes Home Owner Associations Single Family Homes Commercial Buildings Retail Centers Light Industrial Bluestone Capital Management, LLC, does not offer tax or legal advice. We employ a top-down approach to identify sectors that we believe will produce strong or weak relative performance to the overall market and makes investments to capitalize on these market opinions. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. Bluestone Capital Management LLC. John Allen 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. The firm's total assets under management places it among the largest firms in the United States. Orso Capital Management. 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. Founded in 2017, Bluestone Capital focuses on key growth areas in Sri Lanka by operating in venture capital and private equity management.. We aim to identify, nurture and fund ideas, companies and entrepreneurs, while our hands-on approach to fund management sees our experienced team providing strategic input, governance, and risk management.. We believe the business of growth is growing. Bluestone Capital Management LLC The Company offers accounts review, asset and portfolio management, retirement plan advisory, brokerage, taxes transfer, methods of … Bluestone Capital Management is based out of Wayne. BLUESTONE CAPITAL PARTNERS, LLC is an SEC Registered Investment Adviser (RIA). Qualified Opportunity Zone Fund "QOF" for Opportunity Zones Investor who has capital gains tax to use for Impact Investment in Opportunity Zone Fund or QOF looking to make Impact Investing or Socially good investments. Brian C. Shevland is an employee with Bluestone Capital Management, LLC, a hedge fund company. Bluestone Commercial Capital is a New Jersey commercial real estate bridge lender providing common-sense capital solutions to small and mid-sized businesses. Management owns just 5 percent of the fund. This site is published for residents of the United States only. Bluestone Partners was founded in 2002 and has managed thousands of projects and investments across the United States. With a combined 30 years experience, there is almost nothing our management team can't handle. Bluestone Overview Bluestone invests in lower middle-market companies in the defense and government services arena. 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). Qualified Opportunity Zone Fund "QOF" for Opportunity Zones Investor who has capital gains tax to use for Impact Investment in Opportunity Zone Fund or QOF looking to make Impact Investing or Socially good investments. View Form ADVs for this SEC registered investment adviser and thousands more using PredictiveOps. Bluestone Capital Management, LLC, does not offer tax or legal advice. 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 MANAGEMENT, LLC is an SEC Registered Investment Adviser (RIA). This was after giving us another pay off amount the week of closing. INVESTMENT STRATEGYThe strategy utilizes equities and equity index/ETF securities to capture opportunities across assets, countries and sectors. Bluestone Capital Management, LLC is located in Wayne, Pennsylvania, and has two other brick-and-mortar locations in the United States. This site is published for residents of the United States only. Northbrook Management has provided quality service to its clients for many years. The Company provides mergers and acquisitions capital raising and fairness opinion and valuation services. Bluestone Capital Management, Wayne, PA. 45 likes. Bluestone Capital Management, Wayne, PA. 45 likes. Bluestone Capital Management Procedures Manual Version – Dec 23, 2017 Kenneth R. Smith, Chief Compliance Officer Bluestone Capital Management, LLC 37 West Ave, Suite 300 Wayne, PA 19087 Table of Contents Page i TABLE OF CONTENTS 1. Overall, Bluestone Capital Management, LLC oversees $2 billion in assets across 753 client accounts and retains 10 staff members. Bluestone Capital Management, LLC is headquartered in Wayne, Pennsylvania, and has two other locations across the United States. Bluestone Financial Institution Fund is a hedge fund operated by Bluestone Capital Management, Llc and has approximately $14 million in assets. During his time at Bluestone, Connor was focused on purchasing performing & non-performing loan portfolios and the securitisation of Bluestone originated loan portfolios. 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. The firm has offices in two locations and a total of 10 employees. Kenneth Richard Smith is an employee with Bluestone Capital Management, LLC, a hedge fund company. Bluestone Capital Management Llc is located at 37 West Ave Ste 201 in Wayne and has been in the business of Investment Offices, Nec since 2010. Kenneth Smith has an ownership stake in Bluestone Capital Management, LLC of less than 5%. Bluestone misplaced our payments and then charged us penalities for THEIR misplaced payments. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states … BCM is an RIA that has launched, managed and grown a number of 1940 Act funds. Aalii Fund LP is a hedge fund operated by Bluestone Capital Management, Llc and has approximately $34 million in assets. Investment Advisory services offered through Bluestone Capital, LLC. Bluestone Capital Management Part of R5 Partners, Inc., Bluestone Capital Management LLC is an American company located in Wayne, PA. Menu & Reservations Make Reservations . The company's filing status is listed as Active … (610) 337-6500 | info@bluestonecm.com37 West Avenue | Suite 301 | Wayne PA 19087Privacy Policy | ADV Brochure | Business Continuity Disclosure | Form CRS. Brian Shevland has an ownership stake in Bluestone Capital Management, LLC of less than 5%. In aggregate, Bluestone Capital Management, LLC oversees $2 billion in assets dispersed across 753 client accounts and retains 10 staff members. (610) 337-6500 | info@bluestonecm.com37 West Avenue | Suite 301 | Wayne PA 19087Privacy Policy | ADV Brochure | Business Continuity Disclosure | Form CRS. Investment Advisory services offered through Bluestone Capital, LLC. Bluestone Capital Management, LLC is located in Wayne, Pennsylvania, and operates out of two other offices in the nation. 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 Group is a fast growing financial services and technology business founded in 2000, with offices in the UK and Ireland. Menu & Reservations Make Reservations . Bluestone Capital Management, LLC, does not offer tax or legal advice. 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. In total, Bluestone Capital Management, LLC oversees $2 billion in assets covering 753 accounts and retains 10 staff members. Bluestone Capital Management LLC operates as an investment adviser. The firm is based in WAYNE PA UNITED STATES. Bluestone Capital Partners, LLC/PR is listed as an insider in the following companies: Insiders are officers, directors, or significant investors in a company. 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. The Company provides mergers and acquisitions capital raising and fairness opinion and valuation services. BCM has extensive ties to the banking industry through its asset management activities and its work managing collateral on structured credit deals. The adaptive nature of the strategy enables Bluestone Elite to also employ fixed income instruments for the purposes of capital preservation. This site is published for residents of the United States only. The current minimum investment for Bluestone Financial Institution Fund is $250000. Investment Advisory services offered through Bluestone Capital, LLC. Mike Ivey is Senior Vice President at Bluestone Capital Partners LLC. It controls $2 billion in assets between its 753 accounts, placing it among the biggest firms in the United States by assets under management. Bluestone Group is a fast growing financial services and technology business founded in 2000, with offices in the UK and Ireland. 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. Form ADV Summary as of October 18, 2019 There are 3 companies that go by the name of Bluestone Capital Management, LLC. Securities offered through MCG Securities, LLC Member FINRA/SIPC. Kenneth Richard Smith is an employee with Bluestone Capital Management, LLC, a hedge fund company. Investment Advisory services offered through Bluestone Capital, LLC. Bluestone Capital Partners, LLC/PR is listed as an insider in the following companies: Insiders are officers, directors, or significant investors in a company. Bluestone Capital Partners, LLC operates as an investment banking firm. ... We target properties zoned in conjunction with Affordable Housing Incentivized programs to help maximize all capital invested to improve our properties that will generate above average returns. The firm is based in SAN JUAN PR UNITED STATES. Kenneth is Chief Compliance Officer and has served as Chief Compliance Officer since 01/01/2014. The current minimum investment for Aalii Fund LP is $250000. Securities offered through MCG Securities, LLC Member FINRA/SIPC. Bluestone Capital Management, LLC is a registered investment firm based in Cherry Hill, New Jersey. The firm is based in WAYNE PA UNITED STATES. Bluestone Capital jacked up the closing costs by $12,000 the DAY of closing which caused us to have to delay the closing. The project was undertaken during the peak of New York’s hotspot COVID-19 pandemic which placed significant constraints on labor and material supply. Investment Advisory services offered through Bluestone Capital, LLC. This site is published for residents of the United States only. Education, & memberships providing common-sense Capital solutions to small and mid-sized businesses $ 12,000 the DAY of.! 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