BLUESTONE EQUITY PARTNERS
BLUESTONE EQUITY PARTNERS, L.P. Legal Name
Adviser information for BLUESTONE EQUITY PARTNERS last updated from Form ADV on March 28th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| 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 | 1 | $300.6M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $300.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $300.6M |
| 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 | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126705 |
|---|---|
| SEC ERA File Number | 801-126705 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323332 |
| Legal Entity Identifier | None |
Principal Office
405 LEXINGTON AVESUITE 3103
NEW YORK
NY
United States
Monday - Friday, 9:30 AM - 5:00 PM
Tel: 212-597-2700, Fax: None
Chief Compliance Officer
SHARAD SHARMA
MANAGING PARTNER
405 LEXINGTON AVE
SUITE 3103
NEW YORK
NY
United States
Tel:
212-597-2700
B******@******************M
(Full email address available in API data)
Industry Affiliates
| BLUESTONE CAPITAL I GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BLUESTONE CAPITAL I, L.P. | Private Equity Fund | $300.6M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BLUESTONE EQUITY PARTNERS, LLC | Domestic Entity | – | GENERAL PARTNER | 04/2022 | > 75% |
| SHARMA, SHARAD, KUMAR | Individual | BLUESTONE EQUITY PARTNERS, LLC | SOLE MEMBER | 04/2022 | > 75% |
| SHARMA, SHARAD, KUMAR | Individual | – | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER, LIMITED PARTNER | 04/2022 | < 5% |
| BRUMSKINE, WALKER, PHILLIP | Individual | – | PARTNER | 08/2023 | < 5% |