Data / Investment advisers / Virginia / Bluestone Investment Manager, LLC
Bluestone Investment Manager, LLC, McLean, VA: $145 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bluestone Investment Manager, LLC is an SEC registered investment adviser with its main office in McLean, Virginia and reports $145 million in regulatory assets under management in its Form ADV filed September 21, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 296820
- SEC file number
- 801-128359
- SEC status
- Approved, effective July 20, 2023
- Main office
- 1650 Tysons Blvd. Suite 810, McLean, VA 22102
- Phone
- (703) 462-5601
- Website
- bluestoneinv.com
- Regulatory AUM
- $144,811,707 in the Form ADV filed September 21, 2026
- Discretionary AUM
- $144,811,707
- Accounts
- 3
- Employees
- 11, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 3 private equity funds
- Gross assets of private funds
- $144,811,707
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $144.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $144.8 million | March 19, 2026 |
| December 1, 2025 | $261.7 million | March 27, 2025 |
Other advisers in McLean
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Argo Wealth Advisory, LLC | McLean | $256.2 million | Not listed | adviserinfo.sec.gov |
| Sanchez & Zures, LLC | McLean | $241.9 million | Not listed | adviserinfo.sec.gov |
| Alpha Financial Advisors, LLC | McLean | $218.3 million | Not listed | adviserinfo.sec.gov |
| Chesapeake Investment Management LLC | McLean | $205 million | Not listed | adviserinfo.sec.gov |
| Corbett Road Capital Management, LLC | McLean | $176.3 million | Not listed | adviserinfo.sec.gov |
| Acts Financial Advisors | McLean | $126.5 million | Not listed | adviserinfo.sec.gov |
| Capitol Wealth Management, Inc. | McLean | $111.9 million | Not listed | adviserinfo.sec.gov |
| Sinewave Ventures, LLC | McLean | Not listed | 21 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in McLean, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Bluestone Investment Manager, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.