BLUESTONE CAPITAL MANAGEMENT, LLC
CRD #157841 SEC #801-77657 WAYNE, PA 610-337-6500
SEC Registered Private Funds
Total AUM
$351.5M
Discretionary
$351.5M
Employees
4
Clients
--
Accounts
96
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $351.5M | $351.5M | $0 | 4 | 2 |
| Mar 2024 | $281M | $281M | $0 | 4 | 0 |
| Sep 2023 | $224.7M | $224.7M | $0 | 4 | 0 |
| Apr 2023 | $243.3M | $243.3M | $0 | 4 | 0 |
| Apr 2023 | $243.3M | $243.3M | $0 | 4 | 0 |
| Mar 2023 | $243.3M | $243.3M | $0 | 4 | 0 |
| Mar 2023 | $264.6M | $264.6M | $0 | 4 | 0 |
| Feb 2023 | $217.4M | $217.4M | $0 | 4 | 0 |
| Dec 2022 | $217.4M | $217.4M | $0 | 4 | 0 |
| Oct 2022 | $217.4M | $217.4M | $0 | 4 | 0 |
| Sep 2022 | $217.4M | $217.4M | $0 | 4 | 0 |
| Jul 2022 | $1.7B | $314.6M | $1.4B | 4 | 0 |
| Jul 2022 | $1.7B | $314.6M | $1.4B | 4 | 0 |
| Jun 2022 | $1.7B | $314.6M | $1.4B | 4 | 0 |
| May 2022 | $1.7B | $314.6M | $1.4B | 4 | 0 |
| Mar 2022 | $1.7B | $314.6M | $1.4B | 4 | 0 |
| Mar 2021 | $2.3B | $279.2M | $2B | 6 | 0 |
| Mar 2021 | $2.2B | $249.2M | $2B | 6 | 0 |
| Oct 2020 | $2.4B | $210.8M | $2.2B | 10 | 0 |
| Aug 2020 | $2.4B | $210.8M | $2.2B | 10 | 0 |
| Jun 2020 | $2.4B | $210.8M | $2.2B | 10 | 0 |
| May 2020 | $2.4B | $210.8M | $2.2B | 10 | 0 |
| Mar 2020 | $2.4B | $210.8M | $2.2B | 10 | 0 |
| Oct 2019 | $2.5B | $310.7M | $2.2B | 20 | 0 |
| Sep 2019 | $2.5B | $310.7M | $2.2B | 20 | 0 |
| Mar 2019 | $2.5B | $310.7M | $2.2B | 20 | 0 |
| Sep 2018 | $3.2B | $255.7M | $2.9B | 20 | 52 |
| Jun 2018 | $3.2B | $255.7M | $2.9B | 20 | 52 |
| Jun 2018 | $3.2B | $255.7M | $2.9B | 20 | 52 |
| Apr 2018 | $3.2B | $255.7M | $2.9B | 20 | 52 |
| Mar 2018 | $3.2B | $255.7M | $2.9B | 20 | 52 |
| Oct 2017 | $3B | $279M | $2.7B | 22 | 1,001 |
| Aug 2017 | $3B | $279M | $2.7B | 22 | 1,300 |
| Mar 2017 | $3B | $279M | $2.7B | 18 | 1,300 |
| Aug 2016 | $393.8M | $170.8M | $223M | 15 | 200 |
| Mar 2016 | $393.8M | $170.8M | $223M | 15 | 200 |
| Sep 2015 | $300M | $140M | $160M | 10 | 200 |
| Apr 2015 | $300M | $140M | $160M | 10 | 200 |
| Apr 2015 | $300M | $140M | $160M | 10 | 200 |
| Mar 2015 | $300M | $140M | $160M | 10 | 200 |
| Jan 2015 | $300M | $125M | $175M | 11 | 200 |
| Jan 2015 | $300M | $125M | $175M | 11 | 200 |
| Nov 2014 | $193.8M | $119.5M | $74.3M | 11 | 200 |
| Oct 2014 | $193.8M | $119.5M | $74.3M | 11 | 200 |
| Oct 2014 | $193.8M | $119.5M | $74.3M | 11 | 200 |
| Sep 2014 | $193.8M | $119.5M | $74.3M | 7 | 200 |
| Mar 2014 | $193.8M | $119.5M | $74.3M | 7 | 200 |
| Jan 2014 | $167M | $102M | $65M | 5 | 26 |
| Feb 2013 | $167M | $102M | $65M | 5 | 26 |
| Feb 2013 | $167M | $102M | $65M | 5 | 26 |
DateMar 2025
Total AUM$351.5M
Discretionary$351.5M
Non-Disc.$0
Employees4
Clients2
DateMar 2024
Total AUM$281M
Discretionary$281M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$243.3M
Discretionary$243.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$243.3M
Discretionary$243.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$243.3M
Discretionary$243.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$264.6M
Discretionary$264.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$217.4M
Discretionary$217.4M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$217.4M
Discretionary$217.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$217.4M
Discretionary$217.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$217.4M
Discretionary$217.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$1.7B
Discretionary$314.6M
Non-Disc.$1.4B
Employees4
Clients0
DateJul 2022
Total AUM$1.7B
Discretionary$314.6M
Non-Disc.$1.4B
Employees4
Clients0
DateJun 2022
Total AUM$1.7B
Discretionary$314.6M
Non-Disc.$1.4B
Employees4
Clients0
DateMay 2022
Total AUM$1.7B
Discretionary$314.6M
Non-Disc.$1.4B
Employees4
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$314.6M
Non-Disc.$1.4B
Employees4
Clients0
DateMar 2021
Total AUM$2.3B
Discretionary$279.2M
Non-Disc.$2B
Employees6
Clients0
DateMar 2021
Total AUM$2.2B
Discretionary$249.2M
Non-Disc.$2B
Employees6
Clients0
DateOct 2020
Total AUM$2.4B
Discretionary$210.8M
Non-Disc.$2.2B
Employees10
Clients0
DateAug 2020
Total AUM$2.4B
Discretionary$210.8M
Non-Disc.$2.2B
Employees10
Clients0
DateJun 2020
Total AUM$2.4B
Discretionary$210.8M
Non-Disc.$2.2B
Employees10
Clients0
DateMay 2020
Total AUM$2.4B
Discretionary$210.8M
Non-Disc.$2.2B
Employees10
Clients0
DateMar 2020
Total AUM$2.4B
Discretionary$210.8M
Non-Disc.$2.2B
Employees10
Clients0
DateOct 2019
Total AUM$2.5B
Discretionary$310.7M
Non-Disc.$2.2B
Employees20
Clients0
DateSep 2019
Total AUM$2.5B
Discretionary$310.7M
Non-Disc.$2.2B
Employees20
Clients0
DateMar 2019
Total AUM$2.5B
Discretionary$310.7M
Non-Disc.$2.2B
Employees20
Clients0
DateSep 2018
Total AUM$3.2B
Discretionary$255.7M
Non-Disc.$2.9B
Employees20
Clients52
DateJun 2018
Total AUM$3.2B
Discretionary$255.7M
Non-Disc.$2.9B
Employees20
Clients52
DateJun 2018
Total AUM$3.2B
Discretionary$255.7M
Non-Disc.$2.9B
Employees20
Clients52
DateApr 2018
Total AUM$3.2B
Discretionary$255.7M
Non-Disc.$2.9B
Employees20
Clients52
DateMar 2018
Total AUM$3.2B
Discretionary$255.7M
Non-Disc.$2.9B
Employees20
Clients52
DateOct 2017
Total AUM$3B
Discretionary$279M
Non-Disc.$2.7B
Employees22
Clients1,001
DateAug 2017
Total AUM$3B
Discretionary$279M
Non-Disc.$2.7B
Employees22
Clients1,300
DateMar 2017
Total AUM$3B
Discretionary$279M
Non-Disc.$2.7B
Employees18
Clients1,300
DateAug 2016
Total AUM$393.8M
Discretionary$170.8M
Non-Disc.$223M
Employees15
Clients200
DateMar 2016
Total AUM$393.8M
Discretionary$170.8M
Non-Disc.$223M
Employees15
Clients200
DateSep 2015
Total AUM$300M
Discretionary$140M
Non-Disc.$160M
Employees10
Clients200
DateApr 2015
Total AUM$300M
Discretionary$140M
Non-Disc.$160M
Employees10
Clients200
DateApr 2015
Total AUM$300M
Discretionary$140M
Non-Disc.$160M
Employees10
Clients200
DateMar 2015
Total AUM$300M
Discretionary$140M
Non-Disc.$160M
Employees10
Clients200
DateJan 2015
Total AUM$300M
Discretionary$125M
Non-Disc.$175M
Employees11
Clients200
DateJan 2015
Total AUM$300M
Discretionary$125M
Non-Disc.$175M
Employees11
Clients200
DateNov 2014
Total AUM$193.8M
Discretionary$119.5M
Non-Disc.$74.3M
Employees11
Clients200
DateOct 2014
Total AUM$193.8M
Discretionary$119.5M
Non-Disc.$74.3M
Employees11
Clients200
DateOct 2014
Total AUM$193.8M
Discretionary$119.5M
Non-Disc.$74.3M
Employees11
Clients200
DateSep 2014
Total AUM$193.8M
Discretionary$119.5M
Non-Disc.$74.3M
Employees7
Clients200
DateMar 2014
Total AUM$193.8M
Discretionary$119.5M
Non-Disc.$74.3M
Employees7
Clients200
DateJan 2014
Total AUM$167M
Discretionary$102M
Non-Disc.$65M
Employees5
Clients26
DateFeb 2013
Total AUM$167M
Discretionary$102M
Non-Disc.$65M
Employees5
Clients26
DateFeb 2013
Total AUM$167M
Discretionary$102M
Non-Disc.$65M
Employees5
Clients26