# Bluestone Equity Partners

> 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.

- CRD: 323332
- Filed as: BLUESTONE EQUITY PARTNERS
- Legal name: Bluestone Equity Partners, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323332
- AdvisorCensus page: https://advisorcensus.com/firm/bluestone-equity-partners-new-york-ny-323332

## Quick answers

**How is Bluestone Equity Partners compensated?**
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.

**Where is Bluestone Equity Partners located?**
Bluestone Equity Partners' principal office is in New York, NY, according to its Form ADV.

**Is Bluestone Equity Partners registered with the SEC or a state?**
Bluestone Equity Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323332.

**How much does Bluestone Equity Partners manage?**
Bluestone Equity Partners reports $439,942,030 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Bluestone Equity Partners' assets and staff changed since 2023?**
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.

**What types of clients does Bluestone Equity Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Bluestone Equity Partners report any disciplinary disclosures?**
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

**What changed in Bluestone Equity Partners' recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $439,942,030
- Discretionary: $439,942,030
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $439,942,030 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluestoneequity.com
- Facebook @bluestoneequity
- Instagram @bluestoneequity
- LinkedIn @bluestoneequity
- X @bluestoneequity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $300,650,000 | 5 | August 24, 2023 |
| October 2024 | $300,650,000 | 6 | September 30, 2024 |
| October 2025 | $347,825,830 | 7 | July 11, 2025 |
| October 2026 | $439,942,030 | 9 | June 29, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $347,825,830 to $439,942,030 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluestone Equity Partners (CRD 323332): Form ADV filing data as of October 2026.