John has spent more than two decades in private equity and investment banking focused on the middle market aerospace, defense, and government sector. Mike Ivey is Senior Vice President at Bluestone Capital Partners LLC. 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 LLC is a Minnesota Limited-Liability Company (Domestic) filed on July 16, 2020. "Management with Integrity" Condominiums Townhomes Home Owner Associations Single Family Homes Commercial Buildings Retail Centers Light Industrial Investment Advisory services offered through Bluestone Capital, LLC. It is illegal for insiders to make trades in their companies based on specific, non-public information. Prior to joining Pollen Street, Connor worked at Bluestone Capital Management in both the UK & Australia. These companies are located in Deephaven MN, Dover DE, and Wayne PA. Bluestone Capital Management, LLC, does not offer tax or legal advice. BLUESTONE CAPITAL. The Company provides mergers and acquisitions capital raising and fairness opinion and valuation services. Bluestone Capital Management is a hedge fund with 753 clients and discretionary assets under management (AUM) of … Brian C. Shevland is an employee with Bluestone Capital Management, LLC, a hedge fund company. Investment Advisory services offered through Bluestone Capital, LLC. 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 Management is a hedge fund with 753 clients and discretionary assets under management (AUM) of … 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. Bluestone Capital Management LLC operates as an investment adviser. 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 Partners, LLC operates as an investment banking firm. The company's filing status is listed as Active / In Good Standing and its File Number is 1167900000022. Bluestone Capital Management, LLC is headquartered in Wayne, Pennsylvania, and has two other locations across the United States. With a combined 30 years experience, there is almost nothing our management team can't handle. The firm's total assets under management places it among the largest firms in the United States. Other Link. INVESTMENT STRATEGYThe strategy utilizes equities and equity index/ETF securities to capture opportunities across assets, countries and sectors. Categories Investment Management, Financial Planning Consultants, Investment Advisory Service Gallery View Form ADVs for this SEC registered investment … Menu & Reservations Make Reservations . The firm is based in WAYNE PA UNITED STATES. 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. Its principals have helped forge more than 175 transactions in the aerospace, defense, … NEW SITE LANCH : SEPTEMBER 2020. Bluestone Capital Management LLC. Northbrook Management has provided quality service to its clients for many years. Investment Advisory services offered through Bluestone Capital, LLC. Bluestone Financial Institution Fund is a hedge fund operated by Bluestone Capital Management, Llc and has approximately $14 million in assets. See Mike Ivey's compensation, career history, education, & memberships. BLUESTONE CAPITAL MANAGEMENT, LLC is an SEC Registered Investment Adviser (RIA). This site is published for residents of the United States only. It controls $2 billion in assets between its 753 accounts, placing it among the biggest firms in the United States by assets under management. Aalii Fund LP is a hedge fund operated by Bluestone Capital Management, Llc and has approximately $34 million in assets. 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). Therefore, a response to a request for information may be delayed. "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. Bluestone Capital Management, LLC, does not offer tax or legal advice. 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). Kenneth Smith has an ownership stake in Bluestone Capital Management, LLC of less than 5%. Investment Advisory services offered through Bluestone Capital, LLC. Bluestone Capital is specialist distress asset firm. Bluestone Capital Management LLC The Company offers accounts review, asset and portfolio management, retirement plan advisory, brokerage, taxes transfer, methods of … Therefore, a response to a request for information may be delayed. https://www.bluestonecm.com. The current minimum investment for Bluestone Financial Institution Fund is $250000. For additional information, please contact our Compliance Department at (610) 337-6500. Bluestone Capital Management, LLC, does not offer tax or legal advice. The firm is based in WAYNE PA UNITED STATES. Bluestone Capital Management, LLC, does not offer tax or legal advice. Lee Calfo has an ownership stake in Bluestone Capital Management, LLC of less than 5%. Brian Shevland has an ownership stake in Bluestone Capital Management, LLC of less than 5%. Our experience ranges from roofing, eviction, pre-foreclosure, and property preservation to REO, full rehabs, and CO repairs. This was after giving us another pay off amount the week of closing. Blue Stone provided professional services including Due Diligence studies, Project Management, Construction Management and Quantity Surveying for Marshall Retail Group (MRG). [email protected] Overall, Bluestone Capital Management, LLC oversees $2 billion in assets across 753 client accounts and retains 10 staff members. 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