Bluestone Capital Management, LLC
● SEC registered since 2013CRD 157841SEC# 801-77657Wayne, PA
Ranks #4,243 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$390.1M
Fund GAV
$31.8M
Private funds
1
Employees
4
Accounts
10
Location
Wayne, PA
Bluestone Capital Management, LLC assets under management
Bluestone Capital Management, LLC is an investment advisory firm registered with the SEC based in Wayne, PA. The firm has been registered since 2013. It reports $390.1 million in regulatory assets under management and employs 4 people. Bluestone Capital Management, LLC manages 1 private fund with combined gross assets of $31.8 million, including Aalii Fund LP. By regulatory assets, it ranks 4,243 of 6,004 private fund managers.
Bluestone Capital Management, LLC private funds
1 funds · $31.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aalii Fund LP | Hedge | $31.8M | $250K |
Bluestone Capital Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian C. Shevland Control | Chief Executive Officer | Under 5% | 2012 |
| R5 Partners, Inc. Control | Member (s Corporation) | Over 75% | 2012 |
| Wade Christopher Boylan | Chief Compliance Officer | Under 5% | 2026 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bluestone Capital Management, LLC manage?
Bluestone Capital Management, LLC reports $390.1 million in regulatory assets under management on its Form ADV.
How many private funds does Bluestone Capital Management, LLC manage?
Bluestone Capital Management, LLC manages 1 private funds with combined gross assets of $31.8 million.
How many employees does Bluestone Capital Management, LLC have?
Bluestone Capital Management, LLC reports 4 employees.
Where is Bluestone Capital Management, LLC located?
Bluestone Capital Management, LLC is based in Wayne, PA and has been SEC-registered since 2013.
Does Bluestone Capital Management, LLC disclose fund performance?
Bluestone Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 37 West Ave, Suite 301, Wayne, PA 19087 |
| Phone | 610-337-6500 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$390.1M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
AUM vs fund managersTop 71%
Larger than 29% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$390.1Mregulatory AUM
Discretionary $390.1M
Service providers
Auditor
Prime broker
Custodian
Administrator