Brightstone Capital Management, LLC

Overview

Brightstone Capital Management, LLC is a boutique RIA that provides discretionary portfolio management primarily for individuals and small businesses. The firm leans on exchange-traded equities and ETF wrappers for liquid market exposure while maintaining a stated preference toward fixed-income allocation. Its business model is fee-based, charging a percentage of assets under management, and activity is focused on managing separate account strategies and model-based portfolios rather than custodying proprietary products or serving as a capital allocator. Investment activity centers on liquid, tradable instruments that support a compact client roster and active rebalancing through a single, execution-focused custodian. The firm is not an active ESG investor and operates as a single-state adviser with a narrow, owner-led structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices