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Bluestone Capital Management

bluestonecm.com
Bluestone Capital Management is an SEC Registered Investment Advisor based in Wayne, Pennsylvania, that provides delegated investment oversight, sub-advisory mandates, model portfolio management, and outsourced CIO (OCIO) services to institutions including endowments, foundations, family offices, and operating entities.
AGBCTWCB
20101-10 emp
Wayne, Pennsylvania
$100 Million to 250 Million revenue
Investment Management
NAICS 5231
1610•••••00
TECH STACK
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Bluestone Capital Management campaignconsultative3000 target
Companies like Bluestone Capital Management — Investment Management, 1-10
“Get steady, research-driven OCIO oversight and committee-ready reporting without losing governance control.”
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Companies 21
Decision-makers 24
Emails 20
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Companies like Bluestone Capital Management — competitors and alternatives

CompanyWhat they doLocationSizeHiring
Bluestonecmbluestonecm.com
Bluestone Capital Management is an SEC Registered Investment Advisor based in Wayne, Pennsylvania, that provides delegated investmWayne, Pennsylvania1-10
Vanguardvanguard.com
CFDKJA
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
BlackRockblackrock.com
TFECIF
BlackRock is a global investment management firm and technology provider that manages investments on behalf of clients including bNew York, New York5000+
Fidelityfidelity.com
ACDLEH
Trowepricetroweprice.com
DSMSRR
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed Baltimore, Maryland5000+
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
Dimensional Fund Advisorsdimensional.com
TTSRJZ
Dimensional Fund Advisors is a financial services firm that has implemented evidence-based financial science since 1981, pioneerinAustin, Texas1001-5000
Wespath is a not-for-profit administrative agency of The United Methodist Church that has provided retirement, health, and welfareGlenview, Illinois201-1000
Baird & Associatesbaird.com
Baird & Associates appears to be a coastal and marine engineering firm founded in 1981 that provides engineering and consulting seInternational, Wisconsin51-200
Cambridge Associatescambridgeassociates.com
DDHVNR
Cambridge Associates is a global investment firm founded in 1973 that builds custom portfolios across traditional and alternative Boston, Massachusetts1001-5000
NEPC, LLCnepc.com
NEPC, LLC is a research-driven investment advisory firm serving institutional private wealth clients, governments, families, and iBoston, Massachusetts201-1000
Bostonprivatebostonprivate.com
BAXPCF
bmo.com is the homepage for Bank of Montreal (BMO) Canada, a major Canadian bank offering personal and business banking services.
Franklin Templetonfranklintempleton.com
RPDQSP
Franklin Templeton is a global investment management firm offering mutual funds, ETFs, and private market solutions across public San Mateo, California1001-5000
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electronEnglewood, Colorado5000+
Merrill Edgemerrilledge.com
Merrill Edge is an online brokerage platform offering self-directed investment accounts, stock trading, and online investing serviArizona1001-5000
Robinhoodrobinhood.com
Robinhood is a commission-free trading and investing platform that lets users trade stocks, options, crypto, and futures with fracMenlo Park, California1001-5000
Charlesworth Presscharlesworth.com
TJ Books is a UK book printing and publishing services company based in Padstow, Cornwall, with over 50 years of experience and 14Wakefield, West Yorkshire201-1000
Invesco is a global asset management firm with 8,300 employees and operations in more than 120 countries, managing assets across nAtlanta, Georgia5000+
State Streetstatestreet.com
State Street is a global financial services firm offering Investment Servicing, Investment Management, Markets, and Data Intellige
Interactive Brokers LLCinteractivebrokers.com
Interactive Brokers LLC is a global brokerage and trading platform founded in 1977, offering stocks, ETFs, options, futures, spot Greenwich, Connecticut1001-5000
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Bluestone Capital Management is an SEC Registered Investment Advisor based in Wayne, Pennsylvania, that provides delegated investment oversight, sub-advisory mandates, model portfo
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Frequently asked questions about Bluestone Capital Management

What does Bluestone Capital Management do?

Bluestone Capital Management is an SEC Registered Investment Advisor based in Wayne, Pennsylvania, that provides delegated investment oversight, sub-advisory mandates, model portfolio management, and outsourced CIO (OCIO) services to institutions including endowments, foundations, family offices, and operating entities.

Who are Bluestone Capital Management's competitors?

Companies like Bluestone Capital Management include Vanguard, BlackRock, Fidelity, Troweprice, Charles Schwab. See the full list of 24 competitors and alternatives above.

How many employees does Bluestone Capital Management have?

Bluestone Capital Management has approximately 1-10 employees and is in the Investment Management industry.

Where is Bluestone Capital Management headquartered?

Bluestone Capital Management is headquartered in Wayne, Pennsylvania.

What industry is Bluestone Capital Management in?

Bluestone Capital Management operates in the Investment Management industry.

Who are the decision-makers at Bluestone Capital Management?

Key decision-makers and buying contacts at Bluestone Capital Management are listed above, including leaders across executive, finance, sales and operations.