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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

BLUESTONE INVESTMENT MANAGER, LLC

CRD 296820

MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d42d9d7a-3cba-a377-eb0e-051443f7f26e

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 2
Observed: Jun 18, 2023 to Mar 19, 2026
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Bluestone Investment Manager, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Bluestone Investment Manager, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $145MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $145M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-128359
CRD: 296820
Filings on the tape: 5
First filed: Jun 18, 2023
Latest filed: Mar 19, 2026
Organised: Limited Liability Company, DE
Website: bluestoneinv.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BLUESTONE INVESTMENT PARTNERS III, LP	Private Equity Fund	$169M	Jun 27, 2024	158	Mar 20, 2023	reported	021-455813
BLUESTONE INVESTMENT PARTNERS II, LP	Private Equity Fund	$114M	Jun 27, 2024	90	Mar 28, 2019	reported	021-308870
BLUESTONE INVESTMENT PARTNERS III-A, LP	Private Equity Fund	$25.2M	Jun 27, 2024	94	Mar 20, 2023	reported	021-455814
BLUESTONE INVESTMENT PARTNERS, LP	Private Equity Fund	$332,113	Mar 20, 2023	53	Mar 28, 2019	dropped	021-167425
INTREPID EMPLOYEE INVESTMENT VEHICLE, LLC	Private Equity Fund	$259,606	Mar 20, 2023	7	Mar 23, 2020	dropped	n/a
QUADEL EMPLOYEE INVESTMENT VEHICLE, LLC	Private Equity Fund	$24,041	Mar 20, 2023	7	Mar 28, 2019	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALLEN, JOHN, CHARLES	MANAGING PARTNER	D	yes	04/2018	Jun 18, 2023	Jun 27, 2024
STRANG, WILLIAM, STANLEY	MANAGING PARTNER	D	yes	04/2018	Jun 18, 2023	Jun 27, 2024
WETZEL, CHRISTIE, LAUREN	CHIEF COMPLIANCE OFFICER	Na	yes	04/2023	Jun 18, 2023	Jun 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BLUESTONE INVESTMENT GP II, LLC	n/a	n/a	n/a	N	yes	n/a
BLUESTONE INVESTMENT GP III, LP	n/a	n/a	n/a	N	yes	n/a
BLUESTONE INVESTMENT GP, LLC	n/a	n/a	n/a	N	yes	n/a
BLUESTONE INVESTMENT UGP III, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 19, 2026	$145M	$145M	11	10	3	n/a
2024	Mar 27, 2025	$262M	$262M	11	10	3	n/a
2023	Mar 15, 2024	$308M	$308M	11	10	3	$308M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$145M	$262M	-44.7%	n/a	n/a	11	11	0	0

Relationships

Advises (6)

→ BLUESTONE INVESTMENT PARTNERS II, LPPrivate fundPrivate Equity Fund, IA
Mar 28, 2019 to presentfactForm ADV
→ BLUESTONE INVESTMENT PARTNERS III-A, LPPrivate fundPrivate Equity Fund, IA
Mar 20, 2023 to presentfactForm ADV
→ BLUESTONE INVESTMENT PARTNERS III, LPPrivate fundPrivate Equity Fund, IA
Mar 20, 2023 to presentfactForm ADV
→ QUADEL EMPLOYEE INVESTMENT VEHICLE, LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 28, 2019 to Mar 20, 2023factForm ADV
→ INTREPID EMPLOYEE INVESTMENT VEHICLE, LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 23, 2020 to Mar 20, 2023factForm ADV
→ BLUESTONE INVESTMENT PARTNERS, LPPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 28, 2019 to Mar 20, 2023factForm ADV

Controls (3)

← ALLEN, JOHN, CHARLESOwnerMANAGING PARTNER, ownership code D, individual
Jun 18, 2023 to Jun 27, 2024factForm ADV
← STRANG, WILLIAM, STANLEYOwnerMANAGING PARTNER, ownership code D, individual
Jun 18, 2023 to Jun 27, 2024factForm ADV
← WETZEL, CHRISTIE, LAURENOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 18, 2023 to Jun 27, 2024factForm ADV

Dated events

Occurred
Mar 19, 2026
Regulatory AUM changed
Bluestone Investment Manager, Llc reported RAUM $144.8M, down 45% from $261.7M (2025-03-27 to 2026-03-19)
Form ADVobserved 5 days ago
$-117M
Occurred
Jun 18, 2023
First Form ADV filing
Bluestone Investment Manager, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d42d9d7a-3cba-a377-eb0e-051443f7f26e
First observed: Jun 18, 2023
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUESTONE INVESTMENT MANAGER, LLC

CRD 296820

MCLEAN, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d42d9d7a-3cba-a377-eb0e-051443f7f26e

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BLUESTONE INVESTMENT PARTNERS III, LP

Private Equity Fund

$169M

Jun 27, 2024

158

Mar 20, 2023

reported

021-455813

BLUESTONE INVESTMENT PARTNERS II, LP

Private Equity Fund

$114M

Jun 27, 2024

Mar 28, 2019

reported

021-308870

BLUESTONE INVESTMENT PARTNERS III-A, LP

Private Equity Fund

$25.2M

Jun 27, 2024

Mar 20, 2023

reported

021-455814

BLUESTONE INVESTMENT PARTNERS, LP

Private Equity Fund

$332,113

Mar 20, 2023

Mar 28, 2019

dropped

021-167425

INTREPID EMPLOYEE INVESTMENT VEHICLE, LLC

Private Equity Fund

$259,606

Mar 20, 2023

Mar 23, 2020

dropped

n/a

QUADEL EMPLOYEE INVESTMENT VEHICLE, LLC

Private Equity Fund

$24,041

Mar 20, 2023

Mar 28, 2019

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLEN, JOHN, CHARLES

MANAGING PARTNER

yes

04/2018

Jun 18, 2023

Jun 27, 2024

STRANG, WILLIAM, STANLEY

MANAGING PARTNER

yes

04/2018

Jun 18, 2023

Jun 27, 2024

WETZEL, CHRISTIE, LAUREN

CHIEF COMPLIANCE OFFICER

yes

04/2023

Jun 18, 2023

Jun 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BLUESTONE INVESTMENT GP II, LLC

n/a

yes

n/a

BLUESTONE INVESTMENT GP III, LP

n/a

yes

n/a

BLUESTONE INVESTMENT GP, LLC

n/a

yes

n/a

BLUESTONE INVESTMENT UGP III, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$145M

n/a

2024

Mar 27, 2025

$262M

n/a

2023

Mar 15, 2024

$308M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$145M

$262M

-44.7%

n/a