Form D · Private Equity Fund

BLUESTONE INVESTMENT PARTNERS III, LP

Mclean, VA · CIK 0001934633

Offering snapshot reported Jan 26, 2023 · SEC filing

Reported sold
$169M
Offering amount: $180M
Investors reported
137
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 15, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 137

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 26, 2023Amendment$169,405,000No comparison137SEC filing
Aug 12, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-455813
The general partner of the Issuer reserves the right to accept a greater or lesser amount of limited partner interests. The Total Offering Amount represents the target amount for the Issuer and its related parallel fund.
Placement agent fees to be paid based upon a fee schedule. Such fees are offset dollar-for-dollar against the management fees payable by the Issuer.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
ACALYX ADVISORS, INC.174667

Source: Form D, filed Jan 26, 2023. 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

BLUESTONE INVESTMENT PARTNERS III, LP

Investment adviser: BLUESTONE INVESTMENT MANAGER, LLC

Gross asset value
$96.3M
Beneficial owners
158
ADV minimum commitment
$250K

Reported in Form ADV on Sep 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator IQ-EQ INC. DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CHERRY BEKAERT LLP TYSONS, Virginia, United States
Custodian PINNACLE BANK MCLEAN, Virginia, United States Related to adviser: No
Marketer ACALYX ADVISORS INC. PALM BEACH GARDENS, Florida, United States Related to adviser: No
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

Filing source

Form ADV 2133109 · Sep 21, 2026 · Schedule D 7.B.(1), fund 805-6254372170

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
NameReported role
John Allen Executive, Promoter
Michael Ivey Executive, Promoter
Bill Strang Promoter
Eric Wolking Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
7900 Westpark Drive, Suite T405
Mclean, VA, 22102