Verified 10 Nov 2026
Bluestone Private Wealth, LLC
Bluestone Private Wealth, LLC is a multi-family office in Cleveland, Ohio, serving ultra high net worth families. It was formed by two partners who previously worked at MAI Capital Management, and it combines portfolio management, including group investments to meet large minimums, with estate, tax and next-generation planning. Its Form ADV filed on 5 March 2026 reported $190 million in regulatory assets for 10 clients.
- Type
- Multi-family office
- Location
- Cleveland, Ohio, United States
- Sectors
- Public equities, Private funds
- Fund size / AUM
- $190M regulatory AUM (Form ADV, filed 2026-03-05)
- Latest fund or filing
- 5 Mar 2026
- Website
- www.bluestoneprivate.com
Contacts on file
For Bluestone Private Wealth, LLC, the paid file holds: 2 named decision-makers with roles; firm contact email.
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Sources
- adviserinfo.sec.gov/firm/summary/326055
- reports.adviserinfo.sec.gov/reports/ADV/326055/PDF/326055.pdf
- bluestoneprivate.com/
- www.bluestoneprivate.com/
- bluestoneprivate.com/team/
- bluestoneprivate.com/our-team
Last checked 10 Nov 2026. Is something wrong? Tell us.