AdFi
BI

BLUESTONE INVESTMENT MANAGER, LLC

SEC Registered

Defense and Government Technology Investing

MCLEAN, VAhttps://bluestoneinv.com703-462-5601
Assets Under Management
$100M–$500M
Employees
11
Office Locations
1 office
Total Accounts
3

About the firm

Bluestone Investment Partners is a lower middle market private equity firm focused on investing in defense and government technology companies. Bluestone partners with leadership teams to accelerate growth and create value through a combination of organic growth initiatives and add-on acquisitions.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

DefenseGovernment TechnologyPrivate EquityLower Middle MarketAdd-on AcquisitionsCybersecurity

Services

Private equity investing, partnering with leadership teams to accelerate growth through organic growth initiatives and add-on acquisitions

Private funds / alternatives
Private Equity

Who they serve

Defense and government technology companies in the lower middle market

Client segmentClientsAssets managed
Pension/Profit Sharing Plans3$145M

0 total clients reported on Form ADV.

Leadership

John Charles Allen
MANAGING PARTNER
William Stanley Strang
MANAGING PARTNER
Christie Lauren Wetzel
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
VA
MCLEANHQ

Regulatory & compliance

CRD number
#296820
SEC Number
801-128359
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLUESTONE INVESTMENT MANAGER, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
BLUESTONE INVESTMENT MANAGER, LLC | AdvisorFinder