{"url":"https://nivawealth.com/firms/valstone-partners-vi-300629","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/300629","regulatoryAum":735881947,"crd":"300629","history":[{"filedOn":"2021-03-31","regulatoryAum":904301214,"clients":5,"employees":14,"offices":2},{"filedOn":"2022-03-31","regulatoryAum":927982456,"clients":5,"employees":12,"offices":2},{"filedOn":"2023-03-30","regulatoryAum":840712587,"clients":5,"employees":10,"offices":2},{"filedOn":"2024-07-15","regulatoryAum":753783758,"clients":5,"employees":9,"offices":2},{"filedOn":"2025-03-27","regulatoryAum":752872392,"clients":5,"employees":9,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":735881947,"clients":3,"employees":9,"offices":2}],"secFileNumber":"801-114841","legalName":"Valstone Partners VI, LLC","displayName":"ValStone Partners VI","slug":"valstone-partners-vi-300629","website":"https://valstonepartners.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/valstone-partners/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"260 E. Brown St., Suite 250","city":"Birmingham","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48009"},"tradeNames":[],"registration":{"secApproved":"21 March 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":9,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":735881947,"discretionary":735881947,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":735881947}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"ValStone Partners VI has custody of $483M in client assets for 3 clients.","otherCustodians":[],"leadership":[{"name":"Geoffrey Murray","title":"Chief Compliance Officer, Chief Financial Officer","crd":"7529279"},{"name":"Eric Abel","title":"Manager","crd":"2157532"},{"name":"Larry Jennings","title":"Manager","crd":"1698729"},{"name":"Gerald Timmis","title":"Manager","crd":"1658091"}],"ownership":[{"label":"Valstone Partners Holdings, LLC","detail":"Parent company in the 75% or more ownership band and a control person, since January 2022."},{"label":"Katherine Jennings","detail":"Indirect owner: sole member tiger5000, llc of Valstone Partners Holdings, LLC and a control person, since May 2017.","parent":"Valstone Partners Holdings, LLC"},{"label":"Larry Jennings","detail":"Indirect owner: member, sole member tartan5000, llc of Valstone Partners Holdings, LLC and a control person, since May 2017.","parent":"Valstone Partners Holdings, LLC"},{"label":"Gerald Timmis","detail":"Indirect owner: a member - valstone parners holdings, llc of Valstone Partners Holdings, LLC in the 50% to 75% band and a control person, since September 2016.","parent":"Valstone Partners Holdings, LLC"},{"label":"Eric Abel","detail":"Indirect owner: member of Valstone Partners Holdings, LLC and a control person, since September 2016.","parent":"Valstone Partners Holdings, LLC"},{"label":"Deborah Abel","detail":"Indirect owner: member of Valstone Partners Holdings, LLC and a control person, since September 2016.","parent":"Valstone Partners Holdings, LLC"},{"label":"Tartan5000, LLC","detail":"Indirect owner: member of Valstone Partners Holdings, LLC and a control person, since May 2017.","parent":"Valstone Partners Holdings, LLC"},{"label":"Tiger5000, LLC","detail":"Indirect owner: member of Valstone Partners Holdings, LLC and a control person, since May 2017.","parent":"Valstone Partners Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"300 W. Pratt Street","city":"Baltimore"}]},{"state":"Michigan","offices":1,"addresses":[{"street":"260 E. Brown St., Suite 250","city":"Birmingham","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-646-9200","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/300629/PDF/300629.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does ValStone Partners VI have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does ValStone Partners VI offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does ValStone Partners VI have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns ValStone Partners VI?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does ValStone Partners VI get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact ValStone Partners VI?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}