{ "crd_number": 323332, "slug": "bluestone-equity-partners-new-york-ny-323332", "primary_business_name": "BLUESTONE EQUITY PARTNERS", "legal_name": "BLUESTONE EQUITY PARTNERS, L.P.", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-10-07", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-06-29", "carried_forward": false, "raum_total": 439942030.0, "raum_discretionary": 439942030.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 9, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 439942030.0, "count": 1 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NY" ], "websites": [ "https://bluestoneequity.com", "https://facebook.com/bluestoneequity", "https://instagram.com/bluestoneequity", "https://linkedin.com/company/bluestoneequity/about", "https://x.com/bluestoneequity" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323332", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/bluestone-equity-partners-new-york-ny-323332", "display_name": "Bluestone Equity Partners", "summary": "Bluestone Equity Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.", "citation": "AdvisorCensus. Bluestone Equity Partners (CRD 323332): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Bluestone Equity Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Bluestone Equity Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Bluestone Equity Partners located?", "a": "Bluestone Equity Partners' principal office is in New York, NY, according to its Form ADV." }, { "q": "Is Bluestone Equity Partners registered with the SEC or a state?", "a": "Bluestone Equity Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323332." }, { "q": "How much does Bluestone Equity Partners manage?", "a": "Bluestone Equity Partners reports $439,942,030 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)." }, { "q": "How have Bluestone Equity Partners' assets and staff changed since 2023?", "a": "In the Form ADV data for Bluestone Equity Partners: Regulatory assets under management: $300,650,000 in the October 2023 data and $439,942,030 in the October 2026 data, up 46%. Total employees: 5 in October 2023 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Bluestone Equity Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)." }, { "q": "Does Bluestone Equity Partners report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323332" }, { "q": "What changed in Bluestone Equity Partners' recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $347,825,830 to $439,942,030 (+26%)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 300650000.0, "total_employees": 5, "filing_date": "2023-08-24" }, { "period": "2024-10-01", "regulatory_assets_under_management": 300650000.0, "total_employees": 6, "filing_date": "2024-09-30" }, { "period": "2025-10-01", "regulatory_assets_under_management": 347825830.0, "total_employees": 7, "filing_date": "2025-07-11" }, { "period": "2026-10-01", "regulatory_assets_under_management": 439942030.0, "total_employees": 9, "filing_date": "2026-06-29" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 5 to 6.", "Regulatory assets under management went from $347,825,830 to $439,942,030 (+26%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/bluestone-equity-partners-new-york-ny-323332.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 1, "fewer_than_5": false, "raum": 439942030.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323332", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }