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 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
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 1
Timothy Connor
Chief Financial Officer & Chief Compliance OfficerCRD 5091783
Contacts
2 of 2
Timothy Costello
Co-Founder & Managing DirectorCRD 6024154

John Rocchio
Co-FounderCRD 2397335
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
- 3811 Turtle Creek Blvd
- Time zone
- CT (UTC-6)
- Office locations
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