Newstone Capital Partners, LLC

Fee-Only (% of Portfolio)

Newstone Capital Partners manages investments for private investment funds (the Newstone Funds). Newstone focuses on mezzanine investments, subordinated debt, senior notes, and high-yield bonds, primarily in middle-market companies. Newstone tailors its services to each fund's specific investment objectives. Newstone may provide co-investment opportunities to certain investors. Newstone does not participate in wrap fee programs.

Assets Under Management$810M
Clients6
Advisors2
Avg. per Client$130M
Avg. per Advisor$400M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

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.

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Location

2 Advisors at this firm

Newstone Capital Partners, LLC | TrueAdvisor