VALSTONE PARTNERS VI
Firm details
- Headquarters
- Birmingham, Michigan
- CRD number
- 300629
- Registered since
- March 21, 2019
- Website
- valstonepartners.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Valstone Partners VI is organized as an LLC and operates as a real estate-focused fund manager and sponsor. The adviser has been SEC-registered since 2019 and primarily serves institutional clients through portfolio management of pooled investment vehicles. The firm acts as sponsor, general partner and managing member for its pooled vehicles rather than functioning as a broad capital allocator or pension consultant. Its pricing blends asset-based fees with fixed, hourly and performance-based components. The firm is not characterized as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1GEOFFREY MURRAY
Chief Financial Officer & Chief Compliance OfficerCRD 7529279
Contacts
3 of 3LARRY JENNINGS
Senior Managing DirectorCRD 1698729
GERALD TIMMIS
Senior Managing DirectorCRD 1658091
ERIC ABEL
Senior Managing DirectorCRD 2157532
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, MI
OAKLAND
Location
Birmingham, MI
Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 260 E Brown St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
STURBRIDGE CAPITAL LLC
RIABirmingham, MI
TRP CAPITAL ADVISORS V, LLC
RIABirmingham, MI
Q3 ASSET MANAGEMENT CORPORATION
RIABirmingham, MI
LIBERTY CAPITAL MANAGEMENT INC
RIABirmingham, MI
STRENGTH CAPITAL PARTNERS, LLC
RIABirmingham, MI
BLOOMFIELD CAPITAL HOLDINGS, LLC
RIABirmingham, MI