BRIGHTSTONE CAPITAL MANAGEMENT, LLC
Adviser information for BRIGHTSTONE CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 25 | $12.6M |
| Non-Discretionary | 0 | $0 |
| Total | 25 | $12.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 14 | $904,919 |
| HNW Individuals | 7 | $8.4M |
| Banking or thrift institutions | 1 | $2.3M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 2 | $680,816 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $288,978 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-111677 |
|---|---|
| SEC ERA File Number | 801-111677 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289405 |
| Legal Entity Identifier | None |
Principal Office
CORPORATE BOX 10QUEEN'S PARK OVAL
ST. CLAIR, PORT OF SPAIN
Trinidad and Tobago
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 1 (740) 409-8235, Fax: None
Chief Compliance Officer
ANDY JOGIE
MANAGER AND CHIEF COMPLIANCE OFFICER
CORPORATE BOX 10
QUEEN'S PARK OVAL
ST. CLAIR, PORT OF SPAIN
Trinidad and Tobago
Tel:
1 (740) 409-8235
B**************@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Jogie, Andy, NMI | Individual | – | MANAGER AND CHIEF COMPLIANCE OFFICER | 06/2017 | > 75% |