Chief Compliance Officer and Chief Financial Officer · Newstone Capital Partners, LLC
Timothy M. Connor
CRD 5091783 · Named on Form ADV at one SEC-registered adviser
At a glance
Newstone Capital Partners, LLC, an SEC-registered private fund adviser based in Dallas, TX with $544 million in regulatory assets, lists Timothy M. Connor on its Form ADV as Chief Compliance Officer and Chief Financial Officer, a control person.
Firms and roles
- Newstone Capital Partners, LLCChief Compliance Officer and Chief Financial OfficerPrivate fund adviser · Dallas, TX · $544M in regulatory assets
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- John C. RocchioCo-Founder and Managing Director, Newstone Capital Partners, LLC
- Timothy P. CostelloCo-Founder and Managing Director, Newstone Capital Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.