VALSTONE PARTNERS, LLC
CRD #115501 SEC #801-60576 BIRMINGHAM, MI 248-646-9200
SEC Registered Private Funds
Total AUM
$767.2M
Discretionary
$767.2M
Employees
9
Clients
--
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $767.2M | $767.2M | $0 | 9 | 0 |
| Apr 2018 | $767.2M | $767.2M | $0 | 9 | 0 |
| Mar 2018 | $767.2M | $767.2M | $0 | 9 | 0 |
| Feb 2018 | $697.9M | $697.9M | $0 | 8 | 0 |
| Jan 2018 | $697.9M | $697.9M | $0 | 8 | 0 |
| Jul 2017 | $697.9M | $697.9M | $0 | 8 | 11 |
| Mar 2017 | $697.9M | $697.9M | $0 | 8 | 11 |
| Jun 2016 | $495.1M | $495.1M | $0 | 8 | 11 |
| May 2016 | $495.1M | $495.1M | $0 | 8 | 11 |
| Mar 2016 | $495.1M | $495.1M | $0 | 8 | 11 |
| May 2015 | $504.2M | $504.2M | $0 | 7 | 11 |
| Mar 2015 | $504.2M | $504.2M | $0 | 7 | 11 |
| May 2014 | $439.7M | $439.7M | $0 | 9 | 11 |
| Mar 2014 | $439.7M | $439.7M | $0 | 9 | 11 |
| May 2013 | $351.2M | $336.1M | $15.1M | 12 | 11 |
| Apr 2013 | $351.2M | $336.1M | $15.1M | 12 | 11 |
| Dec 2012 | $346.4M | $329.8M | $16.6M | 10 | 11 |
| May 2012 | $346.4M | $329.8M | $16.6M | 6 | 11 |
| Mar 2012 | $346.4M | $329.8M | $16.6M | 6 | 11 |
| Mar 2011 | $197.3M | $178.9M | $18.4M | 10 | -- |
| Aug 2010 | $226.3M | $205M | $21.3M | 10 | -- |
| Jun 2010 | $226.3M | $205M | $21.3M | 10 | -- |
| Apr 2010 | $226.3M | $205M | $21.3M | 10 | -- |
| Apr 2009 | $128.7M | $102M | $26.7M | 10 | -- |
| Oct 2007 | $143.3M | $106.2M | $37.1M | 10 | -- |
| Mar 2007 | $143.3M | $106.2M | $37.1M | 10 | -- |
| Feb 2007 | $105.8M | $75M | $30.8M | 10 | -- |
| Apr 2004 | $68.6M | $40.2M | $28.4M | 5 | -- |
| Apr 2004 | $68.6M | $40.2M | $28.4M | 5 | -- |
| Mar 2004 | $68.6M | $40.2M | $28.4M | 5 | -- |
| Apr 2002 | $28.5M | $14.4M | $14.1M | 5 | -- |
| Sep 2001 | $11.4M | $11.4M | $0 | 5 | -- |
DateMar 2019
Total AUM$767.2M
Discretionary$767.2M
Non-Disc.$0
Employees9
Clients0
DateApr 2018
Total AUM$767.2M
Discretionary$767.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$767.2M
Discretionary$767.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$697.9M
Discretionary$697.9M
Non-Disc.$0
Employees8
Clients0
DateJan 2018
Total AUM$697.9M
Discretionary$697.9M
Non-Disc.$0
Employees8
Clients0
DateJul 2017
Total AUM$697.9M
Discretionary$697.9M
Non-Disc.$0
Employees8
Clients11
DateMar 2017
Total AUM$697.9M
Discretionary$697.9M
Non-Disc.$0
Employees8
Clients11
DateJun 2016
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees8
Clients11
DateMay 2016
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees8
Clients11
DateMar 2016
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees8
Clients11
DateMay 2015
Total AUM$504.2M
Discretionary$504.2M
Non-Disc.$0
Employees7
Clients11
DateMar 2015
Total AUM$504.2M
Discretionary$504.2M
Non-Disc.$0
Employees7
Clients11
DateMay 2014
Total AUM$439.7M
Discretionary$439.7M
Non-Disc.$0
Employees9
Clients11
DateMar 2014
Total AUM$439.7M
Discretionary$439.7M
Non-Disc.$0
Employees9
Clients11
DateMay 2013
Total AUM$351.2M
Discretionary$336.1M
Non-Disc.$15.1M
Employees12
Clients11
DateApr 2013
Total AUM$351.2M
Discretionary$336.1M
Non-Disc.$15.1M
Employees12
Clients11
DateDec 2012
Total AUM$346.4M
Discretionary$329.8M
Non-Disc.$16.6M
Employees10
Clients11
DateMay 2012
Total AUM$346.4M
Discretionary$329.8M
Non-Disc.$16.6M
Employees6
Clients11
DateMar 2012
Total AUM$346.4M
Discretionary$329.8M
Non-Disc.$16.6M
Employees6
Clients11
DateMar 2011
Total AUM$197.3M
Discretionary$178.9M
Non-Disc.$18.4M
Employees10
Clients--
DateAug 2010
Total AUM$226.3M
Discretionary$205M
Non-Disc.$21.3M
Employees10
Clients--
DateJun 2010
Total AUM$226.3M
Discretionary$205M
Non-Disc.$21.3M
Employees10
Clients--
DateApr 2010
Total AUM$226.3M
Discretionary$205M
Non-Disc.$21.3M
Employees10
Clients--
DateApr 2009
Total AUM$128.7M
Discretionary$102M
Non-Disc.$26.7M
Employees10
Clients--
DateOct 2007
Total AUM$143.3M
Discretionary$106.2M
Non-Disc.$37.1M
Employees10
Clients--
DateMar 2007
Total AUM$143.3M
Discretionary$106.2M
Non-Disc.$37.1M
Employees10
Clients--
DateFeb 2007
Total AUM$105.8M
Discretionary$75M
Non-Disc.$30.8M
Employees10
Clients--
DateApr 2004
Total AUM$68.6M
Discretionary$40.2M
Non-Disc.$28.4M
Employees5
Clients--
DateApr 2004
Total AUM$68.6M
Discretionary$40.2M
Non-Disc.$28.4M
Employees5
Clients--
DateMar 2004
Total AUM$68.6M
Discretionary$40.2M
Non-Disc.$28.4M
Employees5
Clients--
DateApr 2002
Total AUM$28.5M
Discretionary$14.4M
Non-Disc.$14.1M
Employees5
Clients--
DateSep 2001
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees5
Clients--