Newstone Capital Partners, LLC
● SEC registered since 2012CRD 161068SEC# 801-73667Dallas, TX
Ranks #3,775 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$544.5M
Fund GAV
$267.3M
Private funds
6
Employees
8
Accounts
6
Location
Dallas, TX
Newstone Capital Partners, LLC assets under management
Newstone Capital Partners, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2012. It reports $544.5 million in regulatory assets under management and employs 8 people. Newstone Capital Partners, LLC manages 6 private funds with combined gross assets of $267.3 million, including Newstone Capital Partners Iv-B, LP. By regulatory assets, it ranks 3,775 of 6,004 private fund managers.
Newstone Capital Partners, LLC private funds
6 funds · $267.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Newstone Capital Partners Iv-B, LP | Private Equity | $143.9M | $5M |
| Newstone Capital Partners IV, LP | Private Equity | $87.8M | $5M |
| Newstone Capital Partners Iii-B, L.P. | Private Equity | $20.5M | $5M |
See all 6 funds — unlock the full record.
Join to unlock · $37/moNewstone Capital Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Crowley Rocchio Control | Co-Founder And Managing Director | 50-75% | 2006 |
| Timothy Michael Connor Control | Chief Compliance Officer And Chief Financial Officer | Under 5% | 2017 |
| Timothy P. Costello Control | Co-Founder And Managing Director | 50-75% | 2006 |
Frequently asked questions
How much does Newstone Capital Partners, LLC manage?
Newstone Capital Partners, LLC reports $544.5 million in regulatory assets under management on its Form ADV.
How many private funds does Newstone Capital Partners, LLC manage?
Newstone Capital Partners, LLC manages 6 private funds with combined gross assets of $267.3 million.
How many employees does Newstone Capital Partners, LLC have?
Newstone Capital Partners, LLC reports 8 employees.
Where is Newstone Capital Partners, LLC located?
Newstone Capital Partners, LLC is based in Dallas, TX and has been SEC-registered since 2012.
Does Newstone Capital Partners, LLC disclose fund performance?
Newstone Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3963 Maple Avenue, Suite 100, Dallas, TX 75219 |
| Phone | 214-753-4300 |
| Fax | 214-753-4399 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$544.5M▼ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
AUM vs fund managersTop 63%
Larger than 37% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$544.5Mregulatory AUM
Discretionary $544.5M
Service providers
Auditor
Custodian