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| Newstone Capital Partners LLC
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| CRD # | 161068 |
| SEC # | 801-73667 |
| CIK # | |
| AUM | 544.5 M (2026-03-26) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-753-4300 |
| Address | 3963 Maple Avenue Dallas, TX 75219 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Newstone Capital Partners IV-B LP | [2019-03-29] | 748.0 M | 143.9 M |
| Offered $1,100,000,000 · Filed 2019-12-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $352,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Newstone Capital Partners IV LP | [2019-03-29] | 748.0 M | 87.8 M |
| Offered $1,100,000,000 · Filed 2019-12-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $352,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Newstone Capital Partners III-A LP | [2017-03-31] | 0.8 M | |
| Offered $800,000,000 · Filed 2016-01-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $800,000,000 · Duration One year or less · Revenue Not Applicable | ||||
| PE | Newstone Capital Partners III-B LP | [2017-03-31] | 20.5 M | |
| Offered $800,000,000 · Filed 2016-01-19 (D) · Exemption 506(c), 3(c), 3(c)(7) · Remaining $800,000,000 · Duration One year or less · Revenue Not Applicable | ||||
| PE | Newstone Capital Partners III LP | [2017-03-31] | 13.3 M | |
| Offered $800,000,000 · Filed 2016-01-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $800,000,000 · Duration One year or less · Revenue Not Applicable | ||||
| PE | Newstone Capital Partners II LP | [2012-02-14] | 672.3 M | 0.9 M |
| Offered $900,000,000 · Filed 2011-03-04 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining $227,700,000 · Duration More than one year · Revenue Not Applicable | ||||
| PE | Newstone Capital Partners LP | 2012-02-14 | 3.1 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 0.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 0.5 |
| By Discretionary | ||
| Discretionary | 6 | 0.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 6 | 0.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Timothy Costello | Executive Officer | 8 | 2 | |
| John Rocchio | Executive Officer | 6 | 1 | |
| Newstone Partners II LP | Director | 1 | 1 | |
| Newstone Partners II LLC | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional |
| Fund Types | Private Equity |
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