Bluestone Investment Manager, LLC
Bluestone Investment Manager, LLC is an SEC-registered asset manager in Mclean, VA with $144.8M assets under management (AUM, regulatory AUM), -45% over one year. See who owns Bluestone Investment Manager, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296820, SEC 801-128359, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $144.8M (2026-03-19)
- Firm type
- Asset Manager
- Location
- Mclean, VA
- Employees
- 11
- Clients
- 3
- CRD
- 296820
- Ownership
- ALLEN, JOHN, CHARLES; STRANG, WILLIAM, STANLEY; WETZEL, CHRISTIE, LAUREN
How much AUM does Bluestone Investment Manager, LLC have?
Bluestone Investment Manager, LLC reported $144.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Bluestone Investment Manager, LLC?
Disclosed owners and executives of Bluestone Investment Manager, LLC include ALLEN, JOHN, CHARLES, STRANG, WILLIAM, STANLEY, WETZEL, CHRISTIE, LAUREN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.