Bluestone Growth Partners LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
4
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 registered with the SEC since 2014. Public profile data classifies the firm as "unclassified" and lists its owner type as a domestic entity and an individual. The snapshot indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also marked as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not supplied details about its client base, fee schedules, specific advisory activities, or business lines in the available record. That absence of disclosure makes it difficult to characterize Bluestone Growth Partners’ investment approach, portfolio construction, or the client segments it serves from public sources alone.

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

3 of 4
  • Jordan Diamond

    Jordan Diamond

    Registered RepresentativeCRD 8216103

  • Thomas Gallagher

    Thomas Gallagher

    Head of SalesCRD 2256480

  • Robert Marietta

    Robert Marietta

    Managing DirectorCRD 1727029

Unlock 1 more contacts

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