Bluestone Investment Manager, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 296820
- Registered since
- July 20, 2023
- Website
- www.bluestoneinv.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bluestone Investment Manager, LLC is organized as an LLC and operates as an adviser to private pooled vehicles, with a focus on private equity. The firm is SEC-registered (since 2023) and serves institutional clients. It functions as sponsor/GP and managing member of pooled investment vehicles, providing portfolio management for those vehicles rather than acting primarily as a third-party capital allocator. Fee arrangements include both an asset-based percentage and performance-based compensation. The firm does not self-identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
John Allen
Managing PartnerCRD 4328258

William Strang
Managing PartnerCRD 5912155

Christie Wetzel
Director of Fund OperationsCRD 6098124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1650 Tysons Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Acts Financial Advisors
RIAMclean, VA
Corbett Road Capital Management, LLC
RIAMclean, VA
Capitol Wealth Management, Inc.
RIAMclean, VA
Chesapeake Investment Management LLC
RIAMclean, VA
Alpha Financial Advisors, LLC
RIAMclean, VA
Sanchez & Zures, LLC
RIAMclean, VA