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Bluestone Investment Manager, LLC

● SEC registered since 2023CRD 296820SEC# 801-128359McLean, VA
Export (members)
Ranks #4,447 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$261.7M
Fund GAV
$261.7M
Private funds
3
Employees
11
Accounts
3
Location
McLean, VA

Bluestone Investment Manager, LLC assets under management

Bluestone Investment Manager, LLC is an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2023. It reports $261.7 million in regulatory assets under management and employs 11 people. Bluestone Investment Manager, LLC manages 3 private funds with combined gross assets of $261.7 million, including Bluestone Investment Partners II, LP. By regulatory assets, it ranks 4,447 of 5,911 private fund managers.

Bluestone Investment Manager, LLC private funds

3 funds · $261.7M GAV
FundTypeGross assetsMin.
Bluestone Investment Partners II, LPPrivate Equity$180.4M$250K
Bluestone Investment Partners III, LPPrivate Equity$70.8M$250K
Bluestone Investment Partners Iii-A, LPPrivate Equity$10.6M$250K

Bluestone Investment Manager, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christie Lauren Wetzel ControlChief Compliance OfficerUnder 5%2023
John Charles Allen ControlManaging Partner50-75%2018
William Stanley Strang ControlManaging Partner50-75%2018

Frequently asked questions

How much does Bluestone Investment Manager, LLC manage?

Bluestone Investment Manager, LLC reports $261.7 million in regulatory assets under management on its Form ADV.

How many private funds does Bluestone Investment Manager, LLC manage?

Bluestone Investment Manager, LLC manages 3 private funds with combined gross assets of $261.7 million.

How many employees does Bluestone Investment Manager, LLC have?

Bluestone Investment Manager, LLC reports 11 employees.

Where is Bluestone Investment Manager, LLC located?

Bluestone Investment Manager, LLC is based in McLean, VA and has been SEC-registered since 2023.

Does Bluestone Investment Manager, LLC disclose fund performance?

Bluestone Investment Manager, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1650 Tysons Blvd., Suite 810, McLean, VA 22102
Phone703-462-5601
Office hours9 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$261.7M
Non-discretionary$0
Total (RAUM)$261.7M

Service providers

Custodian
Administrator