Investment adviser · CRD 289405
BRIGHTSTONE CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
ST. CLAIR, PORT OF SPAIN, Trinidad and Tobago · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $31M Form ADV · Item 5.F
- Client accounts
- 32 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 9 | $13,863,636 | 44.7% |
| Banks & thrifts | 1 | $12,898,351 | 41.6% |
| Corporations & businesses | 2 | $2,460,735 | 7.9% |
| Individuals | 19 | $1,414,374 | 4.6% |
| Insurance companies | 1 | $354,205 | 1.1% |
Filing source
Form ADV 2055941 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
CORPORATE BOX 10, QUEEN'S PARK OVALST. CLAIR, PORT OF SPAIN, Trinidad and Tobago
CRD 289405
Filing source
Form ADV 2055941 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.