ValStone Partners manages private investment funds, directing the investment of fund assets. They provide investment advice to the funds, source investments, conduct due diligence, and oversee regulatory compliance. The firm's investment committee, comprised of its Principals, makes key decisions. ValStone's funds are currently being wound down, with a focus on selling existing investments.
Assets Under Management$750M
Clients5
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
ValStone Partners does not directly manage investments for individual investors. They manage private investment funds and are compensated with fees based on committed capital or asset value, performance-based fees, and fixed fees.
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