Asset manager · Wayne, PA
Bluestone Capital Management, LLC
SEC-registered investment adviser · CRD 157841 · SEC 801-77657
At a glance
Bluestone Capital Management, LLC is an SEC-registered investment adviser based in Wayne, Pennsylvania, with $390 million in regulatory assets under management as of its Form ADV filed July 16, 2026. Its largest client group by assets is investment companies, and it reports 5 individual clients. By Form ADV it is a asset manager, ranked 1,806th of 3,218 asset managers and 8,920th of 17,210 SEC-registered advisers by assets.
Main office 610-337-6500bluestonecm.comAs filed on Form ADV
- Regulatory AUM
- $390M
- Rank among asset managers
- #1,806 of 3,218
- Rank among all SEC RIAs
- #8,920 of 17,210
- Rank in Pennsylvania
- #331 of 564
- Individual clients
- 5
- High-net-worth clients
- 1
- Accounts
- 10
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Brian C. ShevlandChief Executive Officer
- Wade C. BoylanChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Bluestone Capital Management, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: MCG Securities LLC.
- MCG Securities LLC ↗CRD 163144
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 1 | $353M | 90% |
| Pooled investment vehicles | 1 | $32M | 8% |
| High-net-worth individuals | 1 | $5M | 1% |
| Individuals | 4 | $1M | <1% |
Private funds
Bluestone Capital Management, LLC reports 1 private funds with $32M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Bluestone Capital Management, LLC answers yes to 6 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗bluestonecm.com ↗
AtlasMembers
The full record on Bluestone Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 973 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bluestone Capital Management, LLC manage?
Bluestone Capital Management, LLC reports $390 million in regulatory assets under management across 10 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 16, 2026.
What kind of firm is Bluestone Capital Management, LLC?
Bluestone Capital Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bluestone Capital Management, LLC’s clients?
By assets, its largest client types are investment companies ($353 million, 1 clients); pooled investment vehicles ($32 million, 1 clients); high-net-worth individuals ($5 million, 1 clients).
Does Bluestone Capital Management, LLC manage private funds?
Yes. It reports 1 private funds with $32 million in gross assets, including hedge funds.
Does Bluestone Capital Management, LLC have any disciplinary history?
Bluestone Capital Management, LLC answers yes to 6 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Bluestone Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →