ValStone Partners VI provides portfolio management for pooled vehicles. The firm advises 3 private funds.
ValStone Partners VI reports 3 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($736M across 3 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $736M | 100.0% | $245M |
| Total | 3 | $736M | 100% | $245M |
- Clients
- 3
- Regulatory AUM
- $736M
- AUM share
- 100.0%
- Avg. per client
- $245M
Total
- Clients
- 3
- Regulatory AUM
- $736M
- AUM share
- 100%
- Avg. per client
- $245M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
ValStone Partners VI is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Valstone Partners Holdings, LLC owns 75% or more of ValStone Partners VI and is in turn owned by Gerald Timmis (50–75%). The leadership team of ValStone Partners VI includes Chief Financial Officer Geoffrey Murray. It has 9 employees, 5 of them in advisory roles.
Leadership
- Geoffrey MurrayChief Compliance Officer, Chief Financial Officer
- Eric AbelManager
- Larry JenningsManager
- Gerald TimmisManager
Staff
- 9 employees
- 5 in advisory functions
- Owns 75% or more of Valstone Partners VI, LLC
Valstone Partners Holdings, LLC
Control person · since January 2022
- Owns 50% to 75% of Valstone Partners Holdings, LLC
Gerald Timmis
Control person · since September 2016
Katherine Jennings
Sole member tiger5000, llc · Control person · since May 2017
Larry Jennings
Member, sole member tartan5000, llc · Control person · since May 2017
Eric Abel
Member · Control person · since September 2016
Deborah Abel
Member · Control person · since September 2016
Tartan5000, LLC
Member · Control person · since May 2017
Tiger5000, LLC
Member · Control person · since May 2017
ValStone Partners VI’s regulatory assets fell from $904M (March 2021) to $736M (March 2026); clients fell from 5 to 3 and employees from 14 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $736M | 3 | 9 | 2 |
| March 2025 | $753M | 5 | 9 | 2 |
| July 2024 | $754M | 5 | 9 | 2 |
| March 2023 | $841M | 5 | 10 | 2 |
| March 2022 | $928M | 5 | 12 | 2 |
| March 2021 | $904M | 5 | 14 | 2 |
Besides its headquarters, ValStone Partners VI has 1 office, with 2 listed addresses in Maryland and Michigan.
Maryland · 1 listed address
- 300 W. Pratt Street, Baltimore
Michigan · 1 listed address
- 260 E. Brown St., Suite 250, BirminghamHQ
Contact and registration details
- Legal name
- Valstone Partners VI, LLC
- Headquarters
- 260 E. Brown St., Suite 250, Birmingham, MI 48009
- Website
- valstonepartners.com
- Phone
- 248-646-9200
- @valstone-partners
- SEC file
- 801-114841
- Structure
- Delaware LLC
- Fiscal year end
- December
ValStone Partners VI has custody of $483M in client assets for 3 clients.
How many clients does ValStone Partners VI have?
ValStone Partners VI has 3 clients and manages $736 million for them, as of March 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does ValStone Partners VI offer?
ValStone Partners VI provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does ValStone Partners VI have?
ValStone Partners VI has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns ValStone Partners VI?
ValStone Partners VI is owned through a holding company by Gerald Timmis. Its direct owner is Valstone Partners Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does ValStone Partners VI get paid?
ValStone Partners VI is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact ValStone Partners VI?
ValStone Partners VI’s main office is at 260 E. Brown St., Suite 250, Birmingham, MI 48009. Its phone number is 248-646-9200. Its website is valstonepartners.com.