Valstone Partners, LLC is a large advisory firm based in Birmingham. It manages $767.19 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Maryland and Michigan.
Valstone Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Valstone Partners, LLC is $767.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 496% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Valstone Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Valstone Partners is pooled investment vehicles with 16 clients and $767.11 million of assets under management. Among the 11 most similar advisory firms, Valstone Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $767.11 million for 16 clients. None of the firm’s clients are foreign persons or businesses.
Valstone Partners also advises several private funds. Namely, ten real estate funds. The minimum investment commitment required of non-related persons ranges from $75,658 to $722,000.
The company employs 9 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Valstone Partners, LLC performs its advisory services is located at 260 E. Brown St., Suite 250, Birmingham, MI 48009 6231, which is also the mailing address of the firm. An additional office of the firm is in Baltimore, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-646-9200 or by fax 248-646-3322. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at valstonepartners.com.