Bluestone Investment Manager, Llc
- Regulatory AUM
- $145M
- Discretionary
- $145M
- Clients
- 3
- Avg AUM / client
- $48.3M
- Accounts
- 3
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $145M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $308M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bluestone Investment Partners Iii, Lp | Private Equity Fund | Delaware | $169M | 158 |
| Bluestone Investment Partners Ii, Lp | Private Equity Fund | Delaware | $114M | 90 |
| Bluestone Investment Partners Iii A, Lp | Private Equity Fund | Delaware | $25.2M | 94 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Allen, John, Charles | Managing Partner | Apr 2018 (8y) | 50% – 75% | |
| Strang, William, Stanley | Managing Partner | Apr 2018 (8y) | 50% – 75% | |
| Wetzel, Christie, Lauren | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $308M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bluestone Investment Partners Iii, Lp | Private Equity Fund | $169M | $250K | 158 |
| Bluestone Investment Partners Ii, Lp | Private Equity Fund | $114M | $250K | 90 |
| Bluestone Investment Partners Iii A, Lp | Private Equity Fund | $25.2M | $250K | 94 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.57 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗