Form D · Hedge Fund

Bluestone Financial Institutions Fund, LP

Wayne, PA · CIK 0001636012

Offering snapshot reported Mar 10, 2015 · SEC filing

Reported sold: $1.1M
Investors reported: 4
Minimum accepted: $250K
First sale: Mar 1, 2015

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 10, 2015	Initial	$1,100,000	No comparison	4	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06c, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-235527

Source: Form D, filed Mar 10, 2015. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

COMMUNITY FINANCIAL INSTITUTIONS FUND

Investment adviser: ALDEN CAPITAL MANAGEMENT INC.

Gross asset value: $15.8M
Beneficial owners: 39
ADV minimum commitment: $250K

Reported in Form ADV on Sep 2, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES, LLP GREENWOOD VILLAGE, Colorado, United States

Custodian TD SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No

Prime broker TD SECURITIES (USA) LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFRIES, LLP
PCAOB 349

TD SECURITIES (USA) LLC
SEC 8-36747

TD SECURITIES (USA) LLC
CRD 18476 · SEC 8-36747

Filing source

Form ADV 2130476 · Sep 2, 2026 · Schedule D 7.B.(1), fund 805-4678268307

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Bluestone Finance Partners Gp, Llc	Director
Lee A. Calfo	Director, Executive
N/A Lowry's Lane Capital Llc	Director
Jason D. O'donnell	Director, Executive
Frederick C. Peters, Ii	Director, Executive
N/A R5 Partners, Inc.	Director
Brian C. Shevland	Director, Executive
N/A Xp Research Group, Inc.	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

37 West Avenue, Suite 201
Wayne, PA, 19087