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 private equity fund manager and adviser that runs pooled investment vehicles for institutional clients. The firm serves as sponsor and general partner on its funds, managing capital through closed-end private equity structures and taking an active role in fund management and oversight. Fee arrangements combine a percentage-of-assets model with performance-based fees, aligning compensation with fund returns. Investment activity centers on private equity strategies with a meaningful tilt toward resource and commodity-related exposures. The firm identifies and diligences third-party alternative managers where appropriate, while also originating and operating its own pooled vehicles. Newstone reports itself as an active ESG investor, which suggests ESG factors are incorporated into manager selection, deal underwriting and ongoing portfolio monitoring.

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
  • TIMOTHY CONNOR

    Chief Financial Officer & Chief Compliance OfficerCRD 5091783

Contacts

2 of 2
  • JOHN ROCCHIO

    Co-FounderCRD 2397335

  • TIMOTHY COSTELLO

    Co-Founder & Managing DirectorCRD 6024154

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

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
3963 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth