Newstone Capital Partners, LLC

Newstone Capital Partners, LLC (CRD# 161068) is a financial advisory firm headquartered in Dallas, TX. They manage $708,212,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    708
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $354,106,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
300 Crescent Court, Suite 1600, Dallas, TX 75201
87
Wealthminder
score

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
300 Crescent Court, Suite 1600, Dallas, TX 75201
87
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.