VALSTONE PARTNERS VI

RIASEC RegisteredEst. 2019
Total AUM
$736M
Discretionary
$736M
100% of AUM
Avg account
$245M
Accounts
3
Employees
9
Advisory reps
4

Firm details

Headquarters
Birmingham, Michigan
CRD number
300629
Registered since
March 21, 2019
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • GEOFFREY MURRAY

    Chief Financial Officer & Chief Compliance OfficerCRD 7529279

Contacts

3 of 3
  • LARRY JENNINGS

    Senior Managing DirectorCRD 1698729

  • GERALD TIMMIS

    Senior Managing DirectorCRD 1658091

  • ERIC ABEL

    Senior Managing DirectorCRD 2157532

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth