SourcingSourcing

BLUESTONE CAPITAL MANAGEMENT, LLC

B52
CRD 157841·SEC 801-77657·WAYNE, PA
AUM
$390.1M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUESTONE CAPITAL MANAGEMENT, LLC
CRD
157841
SEC file #
801-77657
EIN
000000000
DBA names
—

Economics

AUM
$390.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$2.54B → $390.1M▼ -85%
Client mix
Individuals Other4
Individuals High Net Worth1
Investment Companies1
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
20 advisors → 2 advisors▼ -90%
Primary office
WAYNE PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
bluestonecm.com

Compliance

Disclosures (firm)
6
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
R5 PARTNERS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
R5 PARTNERS, INC.
SHEVLAND, BRIAN, C.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLUESTONECM.COM
Rdap Domain Creation Date
2010-01-23T19:06:30Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Porkbun LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001766376
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2020-12-29
Edgar Last Filing Date
2020-12-29
Edgar Form D Count
1
Edgar Form D Offerings
2020-12-292020-12-29 · 0001831412-20-000006

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
Interactive Brokers5
E*trade4
Edgar Addresses
Mailing
37 WEST AVENUE, SUITE 301WAYNE, PA 19087
Business
37 WEST AVENUE, SUITE 301WAYNE, PA 19087
Edgar EIN
000000000
Edgar Recent Filings
D2020-12-29 · 0001831412-20-000006
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-11T11:59:59Z
Rdap Domain Last Changed
2025-09-05T18:54:45Z
Rdap Nameservers
Ns10.digicertdns.comNs11.digicertdns.comNs12.digicertdns.comNs13.digicertdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
SHEVLAND, BRIAN, C.
IAR · Executive Officer · 2.5%
4570496
BOYLAN, WADE, CHRISTOPHER
Executive Officer · 2.5%
5315272