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 structured as a limited partnership and is registered with the SEC (registration year 2022). The firm operates as a private equity fund manager and provides portfolio management for pooled investment vehicles, serving an institutional client base. Bluestone identifies itself as sponsor, general partner and managing member of pooled vehicles rather than a broad capital allocator. Its fee model combines a percentage-of-assets component with performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

    Mark Cho

    Chief Operating Officer and General CounselCRD 6630662

Contacts

2 of 2
  • Sharad Sharma

    Sharad Sharma

    Founder & Managing PartnerCRD 7626962

  • Walker Brumskine

    Walker Brumskine

    PartnerCRD 4986069

Wealth teams

FINTRX

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