RIA Intel›Advisers›Virginia›BLUESTONE INVESTMENT MANAGER, LLC

BLUESTONE INVESTMENT MANAGER, LLC

Advisory

N·MCLEAN, VA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$145M
1-Year AUM Growth
-14.9%
3-Year CAGR
—
Employees
10
Assets Under Management
Total AUM$145M
Discretionary AUM$145M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees10
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record4
First FilingJun 18, 2023
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 4 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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