Bluestone Growth Partners LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Commack, New York
CRD number
168098
Registered since
March 4, 2014

Firm profile

FINTRX

Overview

Bluestone Growth Partners LLC is organized as a limited liability company and is identified in the dataset as owned by domestic entities and/or individuals. The firm’s public profile in the dataset is sparse: it’s classified as "unclassified" and the available metadata indicates it is not characterized as a capital allocator, is not identified as an active ESG investor, and is not listed as a pension consultant or a related adviser. The record also flags that the adviser is not marked as a multi-state adviser or a newly formed adviser. The firm has provided no descriptive information about its advisory activities, investment focus, client segments, fee arrangements, or affiliations in the data extract, so there is little public-facing detail about its business model or target clients.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Richard Amsberry

    Richard Amsberry

    FinOpCRD 2917504

  • Robert Marietta

    Robert Marietta

    Managing DirectorCRD 1727029

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Commack, NY

Suffolk

Location

Commack, NY

Headquartered in Commack, 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
Suffolk
Address
32 Gannet Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth