Bluestein R H & Co is a fund manager in Birmingham with $3.88 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
382953545
SEC advisor number
801-37951
FINRA CRD number
106229
AUM ?
$3.88 bn
(as of 30 Mar 21)
Accounts
1,782
(as of 30 Mar 21)
Employees
29
(12 investment advisory or research)
Address
Bluestein R H & Co
260 EAST BROWN STREET SUITE 100
BIRMINGHAM
MI 48009
260 EAST BROWN STREET SUITE 100
BIRMINGHAM
MI 48009
Office hours
Monday - Friday, 8:30AM - 6:00PM
Phone
2486464000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bluestein, Robert, Harry | President | 02/1991 | 50-75% |
Bluestein, Jeffrey, Neil | Senior Managing Director | 01/2008 | 25-50% |
Payment, Michele, Marion | Chief Compliance Officer | 03/2016 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
R H Bluestein & Co | $3.88 bn | |
Atlantic Fund I, LP | $37.14 mm | Hedge Fund |
Bluestein Capital Opportunities Fund, LP | $112.86 mm | Hedge Fund |
Bluestein Private Partners II LLC | $260.00 k | Private Equity Fund |
Pacific Fund I, LP | $111.79 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
12 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
12 Nov 20
13F-HR
Quarterly holdings report by institutional manager
12 Aug 20