# R.H. BLUESTEIN & CO LLC

R.H. BLUESTEIN & CO LLC of BIRMINGHAM, MI is an SEC-registered investment adviser.

## Registration

- CRD: 106229
- Type: SEC-registered investment adviser
- SEC file number: 801-37951
- Location: 260 EAST BROWN STREET, SUITE 100, BIRMINGHAM, MI, 48009-6230
- Phone: 248-646-4000
- Latest filing: 2023-03-31
- Regulatory AUM: $223.6M
- Discretionary AUM: $223.6M
- Clients: 23
- Accounts: 4

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| SMITH TREADY ARTHUR | CHIEF FINANCIAL OFFICER | — |
| HADDAD TED N | MANAGING DIRECTOR; SHAREHOLDER | — |
| BLUESTEIN ROBERT HARRY | PRESIDENT | — |
| BLUESTEIN JEFFREY NEIL | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| BLUESTEIN SUZANNE | TRUSTEE | — |
| PAYMENT MICHELE MARION | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| CARLSON MICHELE PAYMENT | CHIEF COMPLIANCE OFFICER | — |


## Private funds (4)

Mix: Hedge Fund 3 · Private Equity Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| BLUESTEIN CAPITAL OPPORTUNITIES FUND, LP | Hedge Fund | — | 66 | $109.0M | $250K |
| PACIFIC FUND I, LP | Hedge Fund | — | 45 | $76.8M | $50K |
| ATLANTIC FUND I, LP | Hedge Fund | — | 36 | $37.6M | $500K |
| BLUESTEIN PRIVATE PARTNERS II LLC | Private Equity Fund | — | 23 | $260K | $5K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106229/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106229/similar
- Related entities: https://search.stillhousedata.com/firm/106229/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106229

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.