SourcingSourcing

BLUESTONE INVESTMENT MANAGER, LLC

C50
CRD 296820·SEC 801-128359·MCLEAN, VA
AUM
$144.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$434K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUESTONE INVESTMENT MANAGER, LLC
CRD
296820
SEC file #
801-128359
EIN
—
DBA names
—

Economics

AUM
$144.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$261.7M → $144.8M▼ -45%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
11
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'25'26
10 advisors → 10 advisors▬ 0%
Primary office
MCLEAN VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
bluestoneinv.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALLEN, JOHN, CHARLES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ALLEN, JOHN, CHARLES
STRANG, WILLIAM, STANLEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLUESTONEINV.COM
Rdap Domain Creation Date
2018-01-31T16:21:12Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-31T16:21:12Z
Rdap Domain Last Changed
2026-02-01T12:47:30Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4328258
Trust Company Affiliate
No

People (3)

3
JOHN CHARLES ALLEN
Direct Owner · 62.5%
4328258
STRANG, WILLIAM, STANLEY
Direct Owner · 62.5%
5912155
WETZEL, CHRISTIE, LAUREN
Executive Officer · 2.5%
6098124