NEWSTONE CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 161068
- Registered since
- March 15, 2012
- Website
- www.newstone.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 1TIMOTHY CONNOR
Chief Financial Officer & Chief Compliance OfficerCRD 5091783
Contacts
2 of 2JOHN ROCCHIO
Co-FounderCRD 2397335
TIMOTHY COSTELLO
Co-Founder & Managing DirectorCRD 6024154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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