# Bluestone Financial Institutions Fund, LP — Form D

Bluestone Financial Institutions Fund, LP of WAYNE, PA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2015-03-10. $1.1M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2015-03-10
- Form: D
- Accession: 0001636012-15-000001
- Industry: Pooled Investment Fund
- Exemptions: 06c, 3C, 3C.1
- Amount sold: $1.1M
- Minimum investment: $250K
- Investors: 4
- Date of first sale: 2015-03-01
- Security types: equity, fund interests
- SEC file number: 021-235527

## Issuer

- Name: Bluestone Financial Institutions Fund, LP
- CIK: 0001636012
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2015
- Address: 37 WEST AVENUE, SUITE 201, WAYNE, PA, 19087
- Phone: (617) 337-6500

## Officers, directors & promoters (12)

| Name | Role | Location |
| --- | --- | --- |
| n/a Bluestone Finance Partners GP, LLC | Director | Wayne, PA |
| Lee A Calfo | Director | Wayne, PA |
| n/a C Lowry's Lane Capital LLC | Director | Wayne, PA |
| Jason D O'Donnell | Director | Wayne, PA |
| Frederick C Peters, II | Director | Wayne, PA |
| n/a C R5 Partners, Inc. | Director | Wayne, PA |
| Brian C Shevland | Director | Wayne, PA |
| n/a C XP Research Group, Inc. | Director | Wayne, PA |
| Lee A Calfo | Executive Officer | Wayne, PA |
| Jason D O'Donnell | Executive Officer | Wayne, PA |
| Frederick C Peters, II | Executive Officer | Wayne, PA |
| Brian C Shevland | Executive Officer | Wayne, PA |

## More

- [CIK 1636012 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1636012&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001636012-15-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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