Investment adviser · CRD 161068
NEWSTONE CAPITAL PARTNERS, LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Sep 1, 2026
- Regulatory AUM
- $544M Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 6 | $544,480,000 | 100.0% |
Filing source
Form ADV 2130041 · Sep 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
7 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
NEWSTONE CAPITAL PARTNERS IV-B, LPPrivate Equity Fund · Last reported Sep 1, 2026$144MGross asset value
Form D fundraising filings
Newstone Capital Partners IV-B, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-7496506039
- Reported beneficial owners
- 10
- Minimum commitment
- $5M
- Form D file number
- 021-328658
Form ADV 2130041 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEWSTONE CAPITAL PARTNERS IV, LPPrivate Equity Fund · Last reported Sep 1, 2026$87.8MGross asset value
Form D fundraising filings
Newstone Capital Partners IV, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-1611912428
- Reported beneficial owners
- 26
- Minimum commitment
- $5M
- Form D file number
- 021-328654
Form ADV 2130041 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEWSTONE CAPITAL PARTNERS III-B, L.P.Private Equity Fund · Last reported Sep 1, 2026$20.5MGross asset value
Form D fundraising filings
Newstone Capital Partners III-B, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-1186155799
- Reported beneficial owners
- 9
- Minimum commitment
- $5M
- Form D file number
- 021-255471
Form ADV 2130041 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEWSTONE CAPITAL PARTNERS III, L.P.Private Equity Fund · Last reported Sep 1, 2026$13.3MGross asset value
Form D fundraising filings
Newstone Capital Partners III, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-7343184282
- Reported beneficial owners
- 27
- Minimum commitment
- $5M
- Form D file number
- 021-255467
Form ADV 2130041 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEWSTONE CAPITAL PARTNERS II, L.P.Private Equity Fund · Last reported Sep 1, 2026$937KGross asset value
Form D fundraising filings
Newstone Capital Partners II, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-7707619544
- Reported beneficial owners
- 60
- Minimum commitment
- $5M
- Form D file number
- 021-139248
Form ADV 2130041 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEWSTONE CAPITAL PARTNERS III-A, L.P.Private Equity Fund · Last reported Sep 1, 2026$787KGross asset value
Form D fundraising filings
Newstone Capital Partners III-A, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-6794910785
- Reported beneficial owners
- 6
- Minimum commitment
- $5M
- Form D file number
- 021-255468
Form ADV 2130041 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEWSTONE CAPITAL PARTNERS, L.P.Private Equity Fund · Last reported Mar 29, 2019$3.11MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-2674444277
- Reported beneficial owners
- 68
- Minimum commitment
- $5M
- Form D file number
- 021-91317
Form ADV 1282275 · Mar 29, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 1, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
3811 TURTLE CREEK BOULEVARD, SUITE 1500DALLAS, TX, 75219, United States
CRD 161068
Filing source
Form ADV 2130041 · Sep 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.