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| Happy Holidays!! thanks for using AUM13F!! |
| Bluestone Investment Manager LLC
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| CRD # | 296820 |
| SEC # | 801-128359 |
| CIK # | |
| AUM | $261.7 M (2025-03-27) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 703-462-5601 |
| Address | 1650 Tysons Blvd Mclean, VA 22102 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Bluestone Investment Partners III-A LP | [2023-03-20] | 169.4 | 10.6 |
| PE | Bluestone Investment Partners III LP | [2023-03-20] | 169.4 | 70.8 |
| PE | Intrepid Employee Investment Vehicle LLC | 2020-03-23 | 0.3 | |
| PE | Bluestone Investment Partners II LP | [2019-03-28] | 0.3 | 180.4 |
| 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 ($M) |
|---|---|---|
| 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 | 261.7 |
| (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 | 261.7 |
| By Discretionary | ||
| Discretionary | 3 | 261.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 261.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.7 | |
| Total | 3 | 261.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Allen | 64 | ||
| Michael Ivey | 12 | ||
| William Strang | 11 | ||
| Eric Wolking | 10 | ||
| William Mutryn | 10 | ||
| Bill Strang | 2 |
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|---|---|---|
|
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MA | 0.3 |
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4BIO Partners LLP
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0.3 | |
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CPC Equity Advisors LP
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✚
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NY | 0.3 |
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FL | 0.3 |
|
Cross Rapids Capital LP
✚
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NY | 0.3 |
|
MW Advisor LLC
✚
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NY | 0.3 |