Newstone Capital Partners, LLC

RIASEC RegisteredEst. 2012
Total AUM
$544M
Discretionary
$544M
100% of AUM
Avg account
$90.7M
Accounts
6
Employees
8
Advisory reps
3

Firm details

Headquarters
Dallas, Texas
CRD number
161068
Registered since
March 15, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Newstone Capital Partners, LLC is a privately held investment manager organized as an LLC and registered with the SEC since 2012. The firm is structured as a private equity manager that serves institutional clients and focuses on managing pooled investment vehicles. It operates as an active sponsor/GP and managing member of pooled funds and charges a mix of asset-based and performance-contingent fees. Newstone reports itself as an active ESG investor and provides portfolio management specifically for private pooled vehicles rather than direct retail wealth management.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Timothy Connor

    Timothy Connor

    Chief Financial Officer & Chief Compliance OfficerCRD 5091783

Contacts

2 of 2
  • Timothy Costello

    Timothy Costello

    Co-Founder & Managing DirectorCRD 6024154

  • John Rocchio

    John Rocchio

    Co-FounderCRD 2397335

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
3811 Turtle Creek Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth