Bluestone Investment Manager, LLC

Fee-Only (% of Portfolio)

Bluestone Investment Manager advises private equity funds that invest in lower middle-market businesses within the defense and government services sectors. Bluestone sources, evaluates, structures, negotiates, and manages investments on behalf of these funds. Bluestone typically makes majority, control investments and aims to hold them for three to five years.

Assets Under Management$260M
Clients3
AdvisorsN/A
Avg. per Client$87M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Bluestone Investment Manager is compensated through asset-based management fees. The management fee is 2.0% annually of capital commitments during the investment period. After the investment period, the management fee is 2% annually of the aggregate cost basis of the funds’ investments. The management fee is typically paid quarterly in advance.

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