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BLUESTONE EQUITY PARTNERS
405 Lexington Ave
Suite 3103
New York, New York 10174
Tel: 212-597-2700
About BLUESTONE EQUITY PARTNERS
BLUESTONE EQUITY PARTNERS, formally registered with the SEC as BLUESTONE EQUITY PARTNERS. The firm was established in 10/07/2022. They have over 1 offices throughout the country.
BLUESTONE EQUITY PARTNERS is a New York, New York based Financial Planning firm with nearly $300,650,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323332 |
| SEC# | 801-126705 |
| Assets Managed by Firm | $300,650,000 |
| No. of Clients | 1 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $300,650,000 |
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