Bluestone Capital Management, LLC is a registered investment advisor that provides investment advisory and portfolio management services. The firm primarily manages assets for institutional clients, private funds, and pooled investment vehicles, alongside a very limited number of legacy individual accounts that are no longer accepting new clients. Bluestone offers several investment strategies, including the Bluestone Elite tactical equity strategy, the Bluestone Income Portfolio focused on yield-producing assets, and various Asset Allocation Portfolios tailored to different risk and return profiles. Additionally, the firm acts as a sub-advisor for exchange-traded funds and provides model portfolio strategies through third-party platforms. Bluestone exercises discretionary authority over client accounts and constructs portfolios using a wide range of securities, including equities, fixed income instruments, exchange-traded funds, options, and private funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Asset-based fees generally range from 1% to 2% of assets under management. Model portfolio service fees range from 0.35% to 1%. Performance-based fees up to 20% of capital appreciation may apply for qualified clients.