|
⚲
|
| Bluestone Investment Manager LLC
✚
| |
|---|---|
| CRD # | 296820 |
| SEC # | 801-128359 |
| CIK # | |
| AUM | $307.6 MM (2024-06-27) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 703-462-5601 |
| Address | 1650 Tysons Blvd Mclean, VA 22102 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Bluestone Investment Partners III-A LP | [2023-03-20] | 169.4 | 25.2 |
| PE | Bluestone Investment Partners III LP | [2023-03-20] | 169.4 | 168.8 |
| PE | Intrepid Employee Investment Vehicle LLC | 2020-03-23 | 0.3 | |
| PE | Bluestone Investment Partners II LP | [2019-03-28] | 0.3 | 113.6 |
| PE | Bluestone Investment Partners LP | [2019-03-28] | 26.9 | 0.3 |
| PE | Quadel Employee Investment Vehicle LLC | 2019-03-28 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 307.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 307.6 |
| By Discretionary | ||
| Discretionary | 3 | 307.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 307.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.6 | |
| Total | 3 | 307.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Allen | 63 | ||
| Michael Ivey | 12 | ||
| William Strang | 11 | ||
| William Mutryn | 10 | ||
| Eric Wolking | 10 | ||
| Bill Strang | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stella Point Capital LP
✚
|
NY | 0.3 |
|
Russia Partners Management LLC
✚
|
NY | 0.3 |
|
Belhealth Investment Partners LLC
✚
|
FL | 0.3 |
|
ClearLight Partners Management LLC
✚
|
CA | 0.3 |
|
Upper Bay Infrastructure Management LP
✚
|
NY | 0.3 |
|
Lone Star Investment Advisors LLC
✚
|
TX | 0.3 |
|
Caymus Equity Partners LLC
✚
|
GA | 0.3 |
|
Genrock Capital Management LP
✚
|
FL | 0.3 |
|
Empeiria Capital Management LLC
✚
|
OH | 0.3 |
|
JMC Management LLC
✚
|
MA | 0.3 |