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).
Current Firm Details
Newstone Capital Partners, LLC
By the Numbers
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Total Assets Under Management1,339MILLION
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Total Number of Accounts6ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Newstone Capital Partners, LLC
1
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 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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