R.h. Bluestein & Co LLC

R.H. Bluestein & Co LLC is a financial advisory firm established in 1990, now operating as a Delaware limited liability company. The firm specializes in providing advice to separately managed accounts and private investment funds, focusing on capital preservation and long-term growth. They offer both discretionary and non-discretionary investment management services, with assets under management totaling $223,599,391 for private funds as of December 31, 2022. The firm's fee structure is percentage-based, with annual fees ranging from 1.00% to 0.20% based on the account size. Clients are generally subject to a minimum annual fee of $25,000. R.H. Bluestein & Co emphasizes traditional investment vehicles such as equities, debt, mutual funds, and ETFs, with a focus on fundamental research and analysis. The firm's investment strategies aim to minimize risk and generate long-term returns. Clients are provided with quarterly and annual reports detailing their investments. The firm operates independently, with no referral arrangements or reciprocal agreements with other affiliated entities. Employees are subject to a Code of Ethics to ensure ethical conduct and fiduciary duties. R.H. Bluestein & Co does not have physical custody of client securities, which are held by independent custodians. The firm has discretion over securities transactions and may vote on client securities in the best interest of each client.