Newstone Capital Partners, LLC

Newstone Capital Partners, LLC (CRD# 161068) is a financial advisory firm headquartered in Dallas, TX. They manage $1,339,426,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,339
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $223,237,667
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Newstone Capital Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy P. Costello
CRD#: 6024154
3963 Maple Avenue, Suite 100, Dallas, TX 75219

Timothy Costello (CRD# 6024154) is an Investment Advisor Representative working at Newstone Capital Partners, LLC in Dallas, TX and has 1 year of experience in the finance industry.

2
John C. Rocchio
CRD#: 2397335
3963 Maple Avenue, Suite 100, Dallas, TX 75219

John Rocchio (CRD# 2397335) is an Investment Advisor Representative working at Newstone Capital Partners, LLC in Dallas, TX and has 1 year of experience in the finance industry.

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