SourcingSourcing

NEWSTONE CAPITAL PARTNERS, LLC

C46
CRD 161068·SEC 801-73667·DALLAS, TX
AUM
$544.5M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEWSTONE CAPITAL PARTNERS, LLC
CRD
161068
SEC file #
801-73667
EIN
—
DBA names
—

Economics

AUM
$544.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.30B → $544.5M▼ -58%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
10 advisors → 5 advisors▼ -50%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
newstone.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COSTELLO, TIMOTHY, P.
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
COSTELLO, TIMOTHY, P.
ROCCHIO, JOHN, CROWLEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NEWSTONE.COM
Rdap Domain Creation Date
2000-12-13T11:48:47Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-12-13T11:48:47Z
Rdap Domain Last Changed
2023-12-11T14:30:49Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6024154
Trust Company Affiliate
No

People (3)

3
COSTELLO, TIMOTHY, P.
IAR · Direct Owner · 62.5%
6024154
ROCCHIO, JOHN, CROWLEY
IAR · Direct Owner · 62.5%
2397335
CONNOR, TIMOTHY, MICHAEL
Executive Officer · 2.5%
5091783