Newstone Capital Partners, Llc
- Regulatory AUM
- $544M
- Discretionary
- $544M
- Clients
- 6
- Avg AUM / client
- $90.7M
- Accounts
- 6
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $544M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $861M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Newstone Capital Partners Iv B, Lp | Private Equity Fund | Delaware | $306M | 10 |
| Newstone Capital Partners Iii B, L.P. | Private Equity Fund | Delaware | $187M | 10 |
| Newstone Capital Partners Iv, Lp | Private Equity Fund | Delaware | $187M | 27 |
| Newstone Capital Partners Iii, L.P. | Private Equity Fund | Delaware | $125M | 28 |
| Newstone Capital Partners Ii, L.P. | Private Equity Fund | Delaware | $49.5M | 60 |
| Newstone Capital Partners Iii A, L.P. | Private Equity Fund | Delaware | $6.9M | 6 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Crowley Rocchio | Co Founder And Managing Director | Apr 2006 (20y) | 50% – 75% | |
| Timothy P. Costello | Co Founder And Managing Director | Apr 2006 (20y) | 50% – 75% | |
| Connor, Timothy, Michael | Chief Compliance Officer And Chief Financial Officer | Feb 2017 (10y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $861M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Newstone Capital Partners Iv B, Lp | Private Equity Fund | $306M | $5.0M | 10 |
| Newstone Capital Partners Iii B, L.P. | Private Equity Fund | $187M | $5.0M | 10 |
| Newstone Capital Partners Iv, Lp | Private Equity Fund | $187M | $5.0M | 27 |
| Newstone Capital Partners Iii, L.P. | Private Equity Fund | $125M | $5.0M | 28 |
| Newstone Capital Partners Ii, L.P. | Private Equity Fund | $49.5M | $5.0M | 60 |
| Newstone Capital Partners Iii A, L.P. | Private Equity Fund | $6.9M | $5.0M | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 2.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗