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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

BLUESTONE CAPITAL MANAGEMENT, LLC

CRD 157841

WAYNE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2bc52b3a-6686-35ec-072d-43ae66bafb86

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 10
On other graphs: 0
Observed: Feb 14, 2013 to Jul 16, 2026
55 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.01 fund_share=0.99 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0
Regulatory AUM: $390MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $390M
Private client RAUM: $5.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 1%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $390Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 10
Individual clients: 4
High net worth clients: 1
Private funds: 1Schedule D 7.B(1)
SEC number: 801-77657
CRD: 157841
Filings on the tape: 55
First filed: Feb 14, 2013
Latest filed: Jul 16, 2026
Organised: Limited Liability Company, PA
Website: bluestonecm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN C. SHEVLAND	n/a	SAN JUAN, PR \| Palmas Del Mar, PR \| WAYNE, PA	13	24	3	yes

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
AALII FUND LP	Hedge Fund	$36.1M	Mar 18, 2024	25	Nov 19, 2014	reported	021-198859
POLARIS POINT, LP	Hedge Fund	$2.8M	Mar 18, 2024	3	Mar 29, 2021	reported	021-384521

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOYLAN, WADE, CHRISTOPHER	CHIEF COMPLIANCE OFFICER	Na	yes	04/2023	Apr 20, 2023	Mar 18, 2024
R5 PARTNERS, INC.	MEMBER (S CORPORATION)	E	yes	09/2012	Feb 14, 2013	Mar 18, 2024
SHEVLAND, BRIAN, C.	Owner	E	yes	09/2012	Mar 24, 2015	Mar 18, 2024
SHEVLAND, BRIAN, C.	CHIEF EXECUTIVE OFFICER	Na	yes	09/2012	Mar 24, 2015	Mar 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MCG SECURITIES LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Humacao	Pr	United States	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$390M	$390M	4	2	1	1	n/a
2024	Mar 31, 2025	$352M	$352M	4	4	1	2	n/a
2023	Mar 18, 2024	$281M	$281M	4	4	1	2	$38.8M
2022	Mar 29, 2023	$243M	$243M	4	4	1	2	$45.4M
2021	Mar 27, 2022	$1.7B	$315M	4	4	2	2	$47.2M
2020	Mar 29, 2021	$2.2B	$249M	6	4	2	2	$47.2M
2019	Mar 27, 2020	$2.4B	$211M	10	10	2	2	$95.8M
2018	Mar 26, 2019	$2.5B	$311M	20	20	3	2	$95.8M
2017	Mar 28, 2018	$3.2B	$256M	20	20	2	2	$85.2M
2016	Mar 30, 2017	$3.0B	$279M	18	18	n/a	2	$48.0M
2015	Mar 23, 2016	$394M	$171M	15	15	n/a	2	$48.0M
2014	Mar 24, 2015	$300M	$140M	10	10	n/a	2	$27.0M
2013	Mar 28, 2014	$194M	$119M	7	7	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$390M	$352M	11.0%	$243M	17.0%	4	4	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALDEN CAPITAL	2	May 28, 2020	May 2, 2020	WAYNE, PA	Team lift out	Other	25.0%

Relationships

Advises (2)

→ POLARIS POINT, LPPrivate fundHedge Fund, IA
Mar 29, 2021 to presentfactForm ADV
→ AALII FUND LPPrivate fundHedge Fund, IA
Nov 19, 2014 to presentfactForm ADV

Registered with (15)

← BRIAN C. SHEVLANDAdvisorregistration: current employment
Feb 14, 2013 to presentfactForm ADV
← ANDREW J GIANNONEAdvisorregistration: previous registration
Dec 15, 2014 to Jun 30, 2022factForm ADV
← ANTHONY J. FALCOAdvisorregistration: previous registration
Oct 15, 2014 to May 6, 2021factForm ADV
← LEE ALBERT CALFOAdvisorregistration: previous registration
Sep 23, 2011 to Jan 13, 2021factForm ADV
← KENNETH RICHARD SMITHAdvisorregistration: previous registration
Jan 28, 2014 to Oct 1, 2020factForm ADV
← JAMES NENDEL PEPPERMANAdvisorregistration: previous registration
Oct 15, 2014 to Jun 18, 2020factForm ADV
← RICHARD SHANT CHEBOOKJIANAdvisorregistration: previous registration
Oct 15, 2014 to May 28, 2020factForm ADV
← ROBERT EDWARD FISHAdvisorregistration: previous registration
Oct 15, 2014 to May 28, 2020factForm ADV
← FREDERICK CHARLES PETERSAdvisorregistration: previous registration
Jan 15, 2015 to Feb 4, 2020factForm ADV
← Colleen L RappAdvisorregistration: previous registration
Oct 3, 2019 to Dec 31, 2019factForm ADV
← Christopher Ryan CoolidgeAdvisorregistration: previous registration
Aug 8, 2017 to May 24, 2018factForm ADV
← RICHARD GRAY MOWRERAdvisorregistration: previous registration
Nov 15, 2017 to May 24, 2018factForm ADV
← JOHN FRANCIS MULQUEENAdvisorregistration: previous registration
Aug 17, 2012 to Nov 15, 2017factForm ADV
← Marne Luke DeSantisAdvisorregistration: previous registration
Sep 23, 2011 to Mar 4, 2015factForm ADV
← James Drew HarringtonAdvisorregistration: previous registration
Sep 23, 2011 to Dec 24, 2014factForm ADV

Controls (3)

← SHEVLAND, BRIAN, C.OwnerOWNER, ownership code E, individual
Mar 24, 2015 to Mar 18, 2024factForm ADV
← BOYLAN, WADE, CHRISTOPHEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 20, 2023 to Mar 18, 2024factForm ADV
← R5 PARTNERS, INC.OwnerMEMBER (S CORPORATION), ownership code E, domestic entity
Feb 14, 2013 to Mar 18, 2024factForm ADV

Moved with (1)

→ ALDEN CAPITALRegistered adviser2 advisors, team lift out, same day
May 28, 2020 to May 2, 2020factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 25, 2023
Control person left
Albert Lee Calfo (Owner) no longer on Schedule A of Bluestone Capital Management, Llc (listed 2023-04-20, absent 2023-09-25)
Form ADVobserved 3 days ago
Occurred
Apr 20, 2023
Control person joined
Christopher Wade Boylan (Chief Compliance Officer) appeared on Schedule A of Bluestone Capital Management, Llc
Form ADVobserved 3 days ago
Occurred
Apr 10, 2023
Control person left
Edward David Mcclean (Chief Compliance Officer) no longer on Schedule A of Bluestone Capital Management, Llc (listed 2023-03-29, absent 2023-04-10)
Form ADVobserved 3 days ago
Occurred
Sep 22, 2022
Regulatory AUM changed
Bluestone Capital Management, Llc reported RAUM $217.4M, down 87% from $1.7B (2022-07-14 to 2022-09-22)
Form ADVobserved 3 days ago
$-1.5B
Occurred
Jun 30, 2022
Advisor changed firm
Andrew J Giannone left Bluestone Capital Management, Llc for Alden Capital (registered 2020-01-02)
Form ADVobserved 3 days ago
Occurred
Mar 27, 2022
Regulatory AUM changed
Bluestone Capital Management, Llc reported RAUM $1.7B, down 26% from $2.3B (2021-03-31 to 2022-03-27)
Form ADVobserved 3 days ago
$-600M
Occurred
Oct 28, 2020
Control person joined
Edward David Mcclean (Chief Compliance Officer) appeared on Schedule A of Bluestone Capital Management, Llc
Form ADVobserved 3 days ago
Occurred
Oct 28, 2020
Control person left
Richard Kenneth Smith (Cco) no longer on Schedule A of Bluestone Capital Management, Llc (listed 2020-08-26, absent 2020-10-28)
Form ADVobserved 3 days ago
Occurred
Feb 14, 2013
First Form ADV filing
Bluestone Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Mar 27, 2020
Bluestone Capital Management, Llc reported 8 state-registered advisory representatives, down from 20 (2019-10-18 to 2020-03-27)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bc52b3a-6686-35ec-072d-43ae66bafb86
First observed: Feb 14, 2013
Last observed: Jul 16, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUESTONE CAPITAL MANAGEMENT, LLC

CRD 157841

WAYNE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2bc52b3a-6686-35ec-072d-43ae66bafb86

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN C. SHEVLAND

n/a

SAN JUAN, PR | Palmas Del Mar, PR | WAYNE, PA

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

AALII FUND LP

Hedge Fund

$36.1M

Mar 18, 2024

Nov 19, 2014

reported

021-198859

POLARIS POINT, LP

Hedge Fund

$2.8M

Mar 18, 2024

Mar 29, 2021

reported

021-384521

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOYLAN, WADE, CHRISTOPHER

CHIEF COMPLIANCE OFFICER

yes

04/2023

Apr 20, 2023

Mar 18, 2024

R5 PARTNERS, INC.

MEMBER (S CORPORATION)

yes

09/2012

Feb 14, 2013

Mar 18, 2024

SHEVLAND, BRIAN, C.

Owner

yes

09/2012

Mar 24, 2015

Mar 18, 2024

SHEVLAND, BRIAN, C.

CHIEF EXECUTIVE OFFICER

yes

09/2012

Mar 24, 2015

Mar 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MCG SECURITIES LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Humacao

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$390M

n/a

2024

Mar 31, 2025

$352M

n/a

2023

Mar 18, 2024

$281M

$38.8M

2022

Mar 29, 2023

$243M

$45.4M

2021

Mar 27, 2022

$1.7B

$315M

$47.2M

2020

Mar 29, 2021

$2.2B

$249M

$47.2M

2019

Mar 27, 2020

$2.4B

$211M

$95.8M

2018

Mar 26, 2019

$2.5B

$311M

$95.8M

2017

Mar 28, 2018

$3.2B

$256M

$85.2M

2016

Mar 30, 2017

$3.0B

$279M

n/a

$48.0M

2015

Mar 23, 2016

$394M

$171M

n/a

$48.0M

2014

Mar 24, 2015

$300M

$140M

n/a

$27.0M

2013

Mar 28, 2014

$194M

$119M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$390M

$352M

11.0%

$243M

17.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALDEN CAPITAL

May 28, 2020

May 2, 2020

WAYNE, PA

Team lift out

Other

25.0%