Bluestone was formed in 2005 and
is registered with the SEC as required for investment
advisors with assets under management above $100 million.
Bluestone is committed to
safeguarding all client and prospective client
information it receives in the normal course of business. We hold
such information in the
Bluestone does not disclose client information to non affiliated
third parties without a
specific client request or without obtaining prior permission from a
client. No client
information is made available to any third party for the purpose of
During the course of normal business, limited information is shared
with the clients'
custodian. Additionally, client information may be viewed by state
and federal government
agencies during routine investment advisor examinations, or when
required by law.
Form ADV Part II Brochure
The SEC requires us as a registered
investment adviser to have a narrative brochure that discloses
important information about Bluestone’s qualifications and
practices, and is supplemented with information on Bluestone’s