Investment adviser · CRD 296820
BLUESTONE INVESTMENT MANAGER, LLC
Investment adviser filing (IA)
MCLEAN, VA, United States · Form ADV filed Sep 21, 2026
- Regulatory AUM
- $145M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 3 | $144,811,707 | 100.0% |
Filing source
Form ADV 2133109 · Sep 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
6 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BLUESTONE INVESTMENT PARTNERS III, LPPrivate Equity Fund · Last reported Sep 21, 2026$96.3MGross asset value
Form D fundraising filings
BLUESTONE INVESTMENT PARTNERS III, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
CHERRY BEKAERT LLP
PCAOB 677
ACALYX ADVISORS INC.
CRD 174667 · SEC 8-69577
Fund details & source
- Fund ID
- 805-6254372170
- Reported beneficial owners
- 158
- Minimum commitment
- $250K
- Form D file number
- 021-455813
Form ADV 2133109 · Sep 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BLUESTONE INVESTMENT PARTNERS II, LPPrivate Equity Fund · Last reported Sep 21, 2026$34.1MGross asset value
Form D fundraising filings
Bluestone Investment Partners II, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-3538915124
- Reported beneficial owners
- 90
- Minimum commitment
- $250K
- Form D file number
- 021-308870
Form ADV 2133109 · Sep 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BLUESTONE INVESTMENT PARTNERS III-A, LPPrivate Equity Fund · Last reported Sep 21, 2026$14.4MGross asset value
Form D fundraising filings
BLUESTONE INVESTMENT PARTNERS III-A, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
CHERRY BEKAERT LLP
PCAOB 677
ACALYX ADVISORS INC.
CRD 174667 · SEC 8-69577
Fund details & source
- Fund ID
- 805-6175977316
- Reported beneficial owners
- 94
- Minimum commitment
- $250K
- Form D file number
- 021-455814
Form ADV 2133109 · Sep 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BLUESTONE INVESTMENT PARTNERS, LPPrivate Equity Fund · Last reported Mar 20, 2023$332KGross asset value
Form D fundraising filings
Bluestone Investment Partners, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-5259492258
- Reported beneficial owners
- 53
- Minimum commitment
- $100K
- Form D file number
- 021-167425
Form ADV 1732959 · Mar 20, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INTREPID EMPLOYEE INVESTMENT VEHICLE, LLCPrivate Equity Fund · Last reported Mar 20, 2023$260KGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9731861765
- Reported beneficial owners
- 7
- Minimum commitment
- $5K
Form ADV 1732959 · Mar 20, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
QUADEL EMPLOYEE INVESTMENT VEHICLE, LLCPrivate Equity Fund · Last reported Mar 20, 2023$24KGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9159599935
- Reported beneficial owners
- 7
- Minimum commitment
- $10K
Form ADV 1732959 · Mar 20, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 21, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
1650 TYSONS BLVD., SUITE 810MCLEAN, VA, 22102, United States
CRD 296820
Filing source
Form ADV 2133109 · Sep 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.