Bluestone Investment Manager, LLC

RIASEC Registered
Total AUM
$145M
Discretionary
$145M
100% of AUM
Avg account
$48.3M
Accounts
3
Employees
11
Advisory reps
3

Firm details

Headquarters
Mclean, Virginia
CRD number
296820
Registered since
July 20, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • John Allen

    John Allen

    Managing PartnerCRD 4328258

  • William Strang

    William Strang

    Managing PartnerCRD 5912155

  • Christie Wetzel

    Christie Wetzel

    Director of Fund OperationsCRD 6098124

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth