R.H. BLUESTEIN & CO LLC
CRD #106229 SEC #801-37951 BIRMINGHAM, MI 248-646-4000
SEC Registered Private Funds
Total AUM
$223.6M
Discretionary
$223.6M
Employees
23
Clients
0
Accounts
4
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2023
- Branch Offices
- 1
- LEI
- 254900KWZIXB5K8X0K64
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLUESTEIN, JEFFREY, NEIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUESTEIN, JEFFREY, NEIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUESTEIN, JEFFREY, NEIL | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUESTEIN, JEFFREY, NEIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUESTEIN, JEFFREY, NEIL | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUESTEIN, JEFFREY, NEIL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUESTEIN, JEFFREY, NEIL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLUESTEIN, JEFFREY, NEIL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLUESTEIN, JEFFREY, NEIL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLUESTEIN, JEFFREY, NEIL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | NA | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | NA | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | NA | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | NA | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| BLUESTEIN, SUZANNE | I | TRUSTEE | NA | |
| CARLSON, MICHELE, PAYMENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, MICHELE, PAYMENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, MICHELE, PAYMENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARLSON, MICHELE, PAYMENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYMENT, MICHELE, MARION | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, KENNETH, ARTHUR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, KENNETH, ARTHUR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, KENNETH, ARTHUR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SMITH, KENNETH, ARTHUR | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | E | Control |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, ROBERT, HARRY | I | PRESIDENT | D | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR | C | Control |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | C | |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR | B | Control |
| BLUESTEIN, JEFFREY, NEIL | I | SENIOR MANAGING DIRECTOR | B | Control |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | B | |
| IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | DE | SHAREHOLDER (CLASS B STOCK) | B | |
| BLUESTEIN, JEFFREY, NEIL | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | A | Control |
| BLUESTEIN, JEFFREY, NEIL | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | A | Control |
| HADDAD, TED, N | I | SHAREHOLDER | A | |
| HADDAD, TED, N | I | MANAGING DIRECTOR | A | Control |
| HADDAD, TED, N | I | MANAGING DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| BLUESTEIN, SUZANNE | I | TRUSTEE OF THE IRREVOCABLE STOCK TRUST FOR JEFFREY N. BLUESTEIN UAD 12-31-12 | F | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS INC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CI US HOLDINGS INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS INC | DE | CI US, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Apr 1, 2023 REGISTERED
Notice Filings (29)
AL AZ CA CO CT DC DE FL GA HI IL LA MA MD ME MI MN MS NC NH NJ NV NY OH PA TX VA WA WI
Address
260 EAST BROWN STREETSUITE 100
BIRMINGHAM, MI 48009-6230
United States
Phone: 248-646-4000