# BLUESTONE CAPITAL MANAGEMENT, LLC

BLUESTONE CAPITAL MANAGEMENT, LLC of WAYNE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 157841
- Type: SEC-registered investment adviser
- SEC file number: 801-77657
- Location: 37 WEST AVE, SUITE 301, WAYNE, PA, 19087
- Phone: 610-337-6500
- Latest filing: 2026-07-16
- Regulatory AUM: $390.1M
- Discretionary AUM: $390.1M
- Clients: 4
- Accounts: 10

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Charities, Investment cos, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Brian C Shevland | CHIEF EXECUTIVE OFFICER; OWNER | Wayne, PA |
| Wade Christopher Boylan | CHIEF COMPLIANCE OFFICER | — |
| Peter Roserio Guarino | CHIEF COMPLIANCE OFFICER | — |
| SMITH JAMES RICHARD | CCO | — |
| MCCLEAN DAVID EDWARD | CHIEF COMPLIANCE OFFICER | — |
| BOYLAN WADE CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| CALFO LEE ALBERT | CCO; MEMBER, CHIEF COMPLIANCE OFFICER; MEMBERS CORPORATION (+2 more) | — |
| SHEVLAND BRIAN C | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND ACTING CHIEF COMPLIANCE OFFICER; MEMBERS CORPORATION (+1 more) | — |
| Brian C. Shevland | CHIEF EXECUTIVE OFFICER; OWNER | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-03-04 | regulatory | WITHOUT ADMITTING OR DENYING THE FINDINGS, SHEVLAND CONSENTED TO THE SANCTIONS AND TO THE ENTRY OF FINDINGS THAT HE MADE NEGLIGENT MISREPRESENTATIONS ABOUT THE PERFORMANCE OF TWO PRIVATE EQUITY FUNDS (THE FUNDS) TO INVESTORS. THE FINDINGS STATED THAT SHEVLAND CAUSED THE FUNDS TO INVEST MORE THAN $20… | Final | $10K |
| 2023-09-05 | regulatory | THIS DISCIPLINARY ACTION CONCERNS BLUESTONE'S VIOLATIONS OF THE FEDERAL SECURITIES LAWS IN CONNECTION WITH THE FINANCIAL STATEMENT AUDITS OF A PRIVATE FUND THAT BLUESTONE ADVISED. THE FUND IN QUESTION WAS IN LIQUIDATION. BLUESTONE FAILED TO HAVE THE REQUIRED AUDITS PERFORMED AND TIMELY DISTRIBUTE AN… | Final | $75K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157841/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157841/similar
- Related entities: https://search.stillhousedata.com/firm/157841/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157841

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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.