John Rocchio is a registered investment advisor at Newstone Capital Partners, LLC, based in Dallas, TX, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 6 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Newstone Capital Partners manages investments for private investment funds. The fees and compensation arrangements vary among the funds. Newstone may exempt certain parties from all or a portion of the management fee. In limited circumstances, the advisory fees may be negotiable. Investors should review the governing documents of the relevant fund for complete information on fees.
Location
3963 Maple Avenue, Suite 100, Dallas, TX, 75219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Newstone Capital Partners, LLC
State Registrations1 state
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