CRD: 289405
Brightstone Capital Management, LLC
$31.0M Total AUM
$31.0M Disc. AUM
43.5% 3Y CAGR
1 Employees
32 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2017
- Office Locations
- 1
Office Locations
Corporate BOX 10 Queen's Park Oval St. Clair, Port OF Spain --
About Brightstone Capital Management, LLC
Brightstone Capital Management, LLC is a St. Clair, Port OF Spain-based RIA. The firm has been operating for 9 years. Managing $31.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$31.0M AVG AUM / ADVISOR
$968.5K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Eagle
Custodian
Quantum signal
Investment Themes
Harbor
Investment Vehicles
Peak
Services
Vector Summit prime Insight
Owner & Executives
A
Andy NMI Jogie
Chief Compliance Officer, Manager
- CRD
- --
- Ownership
- 75% or more
(468) 323-3562
delta.crest@foundationcapital.com
in linkedin.com/in/frontier-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,991,301 | $968,478 |
| Non-Discretionary | $0 | -- |
| Total | $30,991,301 | $968,478 |
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Separately Managed Accounts
Total SMA Asset: $30,991,301
Equity - Exchange:
17.4% U.S. Government/Agency:
8.9% Sovereign Bonds:
16.5% Corporate - Non-Investment Grade:
24.3% Corporate - Investment Grade:
21.2% Cash:
11.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $156,404,997 | 17.4% |
| U.S. Government/Agency | $80,000,257 | 8.9% |
| Sovereign Bonds | $148,315,083 | 16.5% |
| Corporate - Non-Investment Grade | $218,427,668 | 24.3% |
| Corporate - Investment Grade | $190,562,410 | 21.2% |
| Cash | $105,168,878 | 11.7% |
| Total | $898,879,293 | 100.0% |