DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••••••• I••••••••• M••••••• L••
Latest filing Mar 19, 2026
First filing on the tape Jun 18, 2023 · 5 filings
SEC status approved since Jul 20, 2023
RAUM
$145M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$145M as of Mar 19, 2026
Mar 15, 2024$308M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 19, 2026
Mar 15, 20240 then
Employees (5.A)11 as of Mar 19, 2026
Mar 15, 202411 then
Private funds3 as of Mar 19, 2026
Mar 15, 20243 then
RAUM -45% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $48.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -45%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$145M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••••• I••••••••• P••••••• I••• L• | Private Equity Fund | $169M | 158 | Mar 20, 2023 |
| B•••••••• I••••••••• P••••••• I•• L• | Private Equity Fund | $114M | 90 | Mar 28, 2019 |
| B•••••••• I••••••••• P••••••• I••••• L• | Private Equity Fund | $25.2M | 94 | Mar 20, 2023 |
| B•••••••• I••••••••• P•••••••• L•no longer reported | Private Equity Fund | $332,113 | 53 | Mar 28, 2019 |
| I••••••• E••••••• I••••••••• V••••••• L••no longer reported | Private Equity Fund | $259,606 | 7 | Mar 23, 2020 |
| Q••••• E••••••• I••••••••• V••••••• L••no longer reported | Private Equity Fund | $24,041 | 7 | Mar 28, 2019 |
Owners and control persons
Schedule A and B, latest filing
- A••••• J•••• C•••••• · Managing Partnercontrolsince 04/2018 · owns 50% to 75%
- S•••••• W••••••• S•••••• · Managing Partnercontrolsince 04/2018 · owns 50% to 75%
- W•••••• C•••••••• L••••• · Chief Compliance Officercontrolsince 04/2023 · owns less than 5%
Related persons
Schedule D 7.A
- B•••••••• I••••••••• G• I•• L••pooled vehicle sponsorn
- B•••••••• I••••••••• G• I••• L•pooled vehicle sponsorn
- B•••••••• I••••••••• G•• L••pooled vehicle sponsorn
- B•••••••• I••••••••• U•• I••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 19, 2026RAUM (Item 5.F) moved from $261,719,693 to $144,811,707 (-45.0%) between the annual amendments of 2025-03-27 and 2026-03-19; the peer median change was +4.0% (1148 comparable advisers, 4.0th percentile of changes)peers: ASSET_M••••••, $100M to $500M (1,148) · 4.4% percentile
What changed
consecutive filings, newest first
- Discretionary RAUM · $262M to $145MMar 27, 2025 to Mar 19, 2026
- Pooled vehicle RAUM · $262M to $145MMar 27, 2025 to Mar 19, 2026
- RAUM · $262M to $145MMar 27, 2025 to Mar 19, 2026
- Financial planning clients · unset to Jun 27, 2024 to Mar 27, 2025
- Discretionary RAUM · $308M to $262MJun 27, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $308M to $262MJun 27, 2024 to Mar 27, 2025
- RAUM · $308M to $262MJun 27, 2024 to Mar 27, 2025
- Private funds · 6 to 3Jun 18, 2023 to Mar 15, 2024
- Discretionary RAUM · $287M to $308MJun 18, 2023 to Mar 15, 2024
- Pooled vehicle RAUM · $287M to $308MJun 18, 2023 to Mar 15, 2024
- RAUM · $287M to $308MJun 18, 2023 to Mar 15, 2024
Signals
2 dated events
- B•••••••• I••••••••• M••••••• L•• reported RAUM $144.8M, down 45% from $261.7M (2025-03-27 to 2026-03-19)Mar 19, 2026 · RAUM change · derived
- B•••••••• I••••••••• M••••••• L•• filed its initial SEC registration (Form ADV)Jun 18, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••••••• I••••••••• M••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B•••••••• I••••••••• M••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bluestone-investment-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- B••••••••INV.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 703-462-5601reportedpublic record, Form ADV, Mar 19, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- ASSET M••••••deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026