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BLUESTONE EQUITY PARTNERS

NEW YORK, NY · CRD 323332 · IAPD ↗ · 212-729-5077

$439.9MRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — BLUESTONE EQUITY PARTNERS reported RAUM up 26% ($347.8M -> $439.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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