Bluestone Investment Manager, LLC
● SEC registered since 2023CRD 296820SEC# 801-128359McLean, VA
Ranks #5,483 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$144.8M
Fund GAV
$144.8M
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 $144.8 million in regulatory assets under management and employs 11 people. Bluestone Investment Manager, LLC manages 3 private funds with combined gross assets of $144.8 million, including Bluestone Investment Partners III, LP. By regulatory assets, it ranks 5,483 of 6,004 private fund managers.
Bluestone Investment Manager, LLC private funds
3 funds · $144.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bluestone Investment Partners III, LP | Private Equity | $96.3M | $250K |
| Bluestone Investment Partners II, LP | Private Equity | $34.1M | $250K |
| Bluestone Investment Partners Iii-A, LP | Private Equity | $14.4M | $250K |
Bluestone Investment Manager, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christie Lauren Wetzel Control | Chief Compliance Officer | Under 5% | 2023 |
| John Charles Allen Control | Managing Partner | 50-75% | 2018 |
| William Stanley Strang Control | Managing Partner | 50-75% | 2018 |
Frequently asked questions
How much does Bluestone Investment Manager, LLC manage?
Bluestone Investment Manager, LLC reports $144.8 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 $144.8 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
| Address | 1650 Tysons Blvd., Suite 810, McLean, VA 22102 |
| Phone | 703-462-5601 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144.8M▼ 45%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
AUM vs fund managersTop 91%
Larger than 9% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$144.8Mregulatory AUM
Discretionary $144.8M