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NEWSTONE CAPITAL PARTNERS, LLC

DALLAS, TX · CRD 161068 · IAPD ↗ · newstone.com · 214-753-4300

$544.5MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — NEWSTONE CAPITAL PARTNERS, LLC reported RAUM down 33% ($808.8M -> $544.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2026 — NEWSTONE CAPITAL PARTNERS, LLC shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
33
April 2025 — NEWSTONE CAPITAL PARTNERS, LLC reported RAUM down 26% ($1.09B -> $808.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — NEWSTONE CAPITAL PARTNERS, LLC shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.