Newstone Capital Partners, LLC
Newstone Capital Partners, LLC is an SEC-registered asset manager in Dallas, TX with $544.5M assets under management (AUM, regulatory AUM), -33% over one year. See who owns Newstone Capital Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161068, SEC 801-73667, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $544.5M (2026-03-26)
- Firm type
- Asset Manager
- Location
- Dallas, TX
- Employees
- 8
- Clients
- 6
- CRD
- 161068
- Ownership
- ROCCHIO, JOHN, CROWLEY; CONNOR, TIMOTHY, MICHAEL; COSTELLO, TIMOTHY, P.; GRECO, CHRISTOPHER, MICHAEL
How much AUM does Newstone Capital Partners, LLC have?
Newstone Capital Partners, LLC reported $544.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Newstone Capital Partners, LLC?
Disclosed owners and executives of Newstone Capital Partners, LLC include ROCCHIO, JOHN, CROWLEY, CONNOR, TIMOTHY, MICHAEL, COSTELLO, TIMOTHY, P., GRECO, CHRISTOPHER, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.