Welcome to Bluestone Capital Partners

Bluestone Capital Partners is an investment adviser registered under the Investment Advisers Act of 1940. Bluestone Capital Partners serves as the investment advisor to the Bluestone Community Development Fund (ticker BLUCX). Currently, the firm’s primary advisory client is the Fund. Bluestone is headquartered in San Juan, Puerto Rico, with a satellite office in the suburbs of Philadelphia, Pennsylvania. Bluestone has extensive ties to the banking industry through its asset management activities.

Bluestone has an affiliation with Alden Investment Group, which consists of registered investment advisor and broker/dealer entities. Alden provides additional ties to the banking industry through the provision of equity research services focused on the banking industry and macroeconomic research, as well as a sales force of over a dozen individuals who focus on providing benefit solutions to banking companies.

Bluestone maintains a service agreement with Live Oak Bancshares, and parent of Live Oak Bank (LOB), the owner of the previous advisor to the BLUCX Fund. LOB is the nation’s second largest SBA 7A lender, by volume. Another LOB affiliate is Government Loan Solutions (GLS), a leading sales, settlement and analytics company serving SBA 7A and SBA 504 lenders and investors.