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BLUESTONE INVESTMENT MANAGER, LLC

MCLEAN, VA · CRD 296820 · IAPD ↗ · bluestoneinv.com · 703-462-5601

$144.8MRegulatory AUM
10Advisory reps
11Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — BLUESTONE INVESTMENT MANAGER, LLC reported RAUM down 45% ($261.7M -> $144.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.