Brightstone Capital Management, LLC (St. Clair, Port Of Spain)

Brightstone Capital Management, LLC is an adviser based in St. Clair, Port Of Spain. It manages $7.17 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2017.

Brightstone Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brightstone Capital Management: assets under management

The assets under management (AUM) of Brightstone Capital Management, LLC is $7.17 million, all of which is managed in discretionary accounts. $7.17 million of the total AUM is attributable to clients outside of the United States.

The firm manages $7.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $597.66 thousand each.

Investments

The firm invests in cash and cash equivalents the most. They account for 72% of the total AUM. The second-largest asset type is exchange traded securities, which make up 19% of the firm’s portfolio. Investments in investment grade corporate bonds form 6% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brightstone Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brightstone Capital Management serves?

The firm provides services to insurance companies, high net worth individuals, banking or thrift institutions, and corporations or other businesses. The largest group of clients of Brightstone Capital Management is high net worth individuals with 10 clients and $4.97 million of assets under management. Among the 5 most similar advisory firms, Brightstone Capital Management has the lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $7.17 million for 14 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

Brightstone Capital Management doesn't advise any private funds.

Careers at Brightstone Capital Management, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andy Nmi Jogie	Managing member and chief compliance officer	1 Jun 2017	75% - 100%	6837453

Based in St. Clair, Port Of Spain

The principal office where Brightstone Capital Management, LLC performs its advisory services is located at Apt. 3 W, 31 St. Clair Avenue, St. Clair, Port Of Spain, , which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number (740) 409-8235. The normal business hours are by appointment only on Other.