Investment adviser · CRD 300629
VALSTONE PARTNERS VI
Investment adviser filing (IA)
VALSTONE PARTNERS VI, LLC
BIRMINGHAM, MI, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $736M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 9 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 | 3 | $735,881,947 | 100.0% |
Filing source
Form ADV 2072563 · Mar 30, 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
9 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.
VALSTONE HEALTHCARE PROPERTIES FUND, L.P.Real Estate Fund · Last reported Mar 30, 2026$347MGross asset value
Form D fundraising filings
Valstone Opportunity Fund VI, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE MORAN
PCAOB 166
Fund details & source
- Fund ID
- 805-7494162867
- Reported beneficial owners
- 14
- Minimum commitment
- $0
- Form D file number
- 021-258338
Form ADV 2072563 · Mar 30, 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.
VALSTONE OPPORTUNITY FUND VI AIV-I, LLCReal Estate Fund · Last reported Mar 30, 2026$247MGross asset value
Form D fundraising filings
Valstone Opportunity Fund VI-AIV I, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE MORAN
PCAOB 166
Fund details & source
- Fund ID
- 805-3632699717
- Reported beneficial owners
- 28
- Minimum commitment
- $0
- Form D file number
- 021-258325
Form ADV 2072563 · Mar 30, 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.
VALSTONE OPPORTUNITY FUND V AIV-I, LLCReal Estate Fund · Last reported Mar 30, 2026$159MGross asset value
Form D fundraising filings
ValStone Opportunity Fund V-AIV I, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE MORAN
PCAOB 166
Fund details & source
- Fund ID
- 805-1323880385
- Reported beneficial owners
- 22
- Minimum commitment
- $0
- Form D file number
- 021-188325
Form ADV 2072563 · Mar 30, 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.
VALSTONE OPPORTUNITY FUND IV AIV-I, LLCReal Estate Fund · Last reported Feb 14, 2019$3.49MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE MORAN
PCAOB 166
Fund details & source
- Fund ID
- 805-6453923074
- Reported beneficial owners
- 54
- Minimum commitment
- $100K
Form ADV 1274108 · Feb 14, 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.
VALSTONE OPPORTUNITY FUND IV(B), LLCReal Estate Fund · Last reported Feb 14, 2019$1.29MGross asset value
Form D fundraising filings
ValStone Opportunity Fund IV (b), LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE MORAN
PCAOB 166
Fund details & source
- Fund ID
- 805-5053808795
- Reported beneficial owners
- 2
- Minimum commitment
- $25M
- Form D file number
- 021-149955
Form ADV 1274108 · Feb 14, 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.
VALSTONE OPPORTUNITY FUND, LLCReal Estate Fund · Last reported Feb 14, 2019$743KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE MORAN
PCAOB 166
Fund details & source
- Fund ID
- 805-6859303521
- Reported beneficial owners
- 3
- Minimum commitment
- $75.7K
- Form D file number
- 021-9999999999
Form ADV 1274108 · Feb 14, 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.
GRAND VILLA FUND, LLCReal Estate Fund · Last reported Feb 14, 2019$52KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE MORAN
PCAOB 166
Fund details & source
- Fund ID
- 805-5182900532
- Reported beneficial owners
- 5
- Minimum commitment
- $722K
- Form D file number
- 021-204652
Form ADV 1274108 · Feb 14, 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: Mar 30, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
260 E. BROWN ST., SUITE 250BIRMINGHAM, MI, 48009, United States
CRD 300629
Filing source
Form ADV 2072563 · Mar 30, 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.