BLUESTONE EQUITY PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$440M
Discretionary
$440M
100% of AUM
Avg account
$440M
Accounts
1
Employees
9
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
323332
Registered since
October 7, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bluestone Equity Partners is a limited partnership operating as a private equity manager focused on pooled investment vehicles for institutional clients. The firm is registered with the SEC (2022) and functions primarily as a sponsor and general partner, taking active roles in structuring and managing private equity funds. Its client base is institutional, and Bluestone’s business model combines a percentage-of-AUM fee with performance-based fees consistent with GP-led private equity economics. Investment activity centers on direct and fund-level private equity exposure, with the firm acting as portfolio manager for its pooled vehicles. Bluestone does not describe itself as an active ESG investor, and it maintains a single-state adviser footprint. The firm’s structure and fee arrangement suggest emphasis on generating carried interest through realized private market returns rather than broad retail or advisory business.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Mark Cho

    Chief Operating Officer and General CounselCRD 6630662

Contacts

2 of 2
  • SHARAD SHARMA

    Founder & Managing PartnerCRD 7626962

  • WALKER BRUMSKINE

    PartnerCRD 4986069

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
405 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth