BLUESTONE INVESTMENT MANAGER, LLC

Overview

Bluestone Investment Manager, LLC is an institutional-focused adviser structured as a limited liability company that operates as a private equity fund manager. The firm’s advisory activity centers on portfolio management for pooled investment vehicles, and it also functions in sponsor and general partner capacities as the managing member of those vehicles. Bluestone charges a combination of a percentage-of-assets fee and performance-based fees, reflecting a traditional private equity compensation model that aligns manager incentives with fund outcomes. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser. Bluestone’s registration with the SEC took place in 2023. Its owner type is listed as individual, and its client base is institutional, which is consistent with the firm’s focus on operating and managing private equity-style pooled funds rather than retail wealth management.

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Location & Offices