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BRIGHTSTONE CAPITAL MANAGEMENT, LLC

ST. CLAIR, PORT OF SPAIN, Trinidad and Tobago · CRD 289405 · IAPD ↗ · 1 (740) 409-8235

$31.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

40
April 2025 — BRIGHTSTONE CAPITAL MANAGEMENT, LLC reported RAUM up 143% ($12.6M -> $30.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
April 2024 — BRIGHTSTONE CAPITAL MANAGEMENT, LLC moved its main office from ST. CLAIR, PORT-OF-SPAIN, to ST. CLAIR, PORT OF SPAIN, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.