# Valstone Partners VI

> Valstone Partners VI is an SEC-registered investment advisory firm in Birmingham, MI, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 300629
- Filed as: VALSTONE PARTNERS VI
- Legal name: Valstone Partners VI, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, MI
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300629
- AdvisorCensus page: https://advisorcensus.com/firm/valstone-partners-vi-birmingham-mi-300629

## Quick answers

**How is Valstone Partners VI compensated?**
On its Form ADV (Item 5.E, October 2026), Valstone Partners VI reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Valstone Partners VI charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $50 to $1,000 an hour (each of our employees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Valstone Partners VI located?**
Valstone Partners VI's principal office is in Birmingham, MI, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Valstone Partners VI registered with the SEC or a state?**
Valstone Partners VI is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300629.

**How much does Valstone Partners VI manage?**
Valstone Partners VI reports $735,881,947 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Valstone Partners VI's assets and staff changed since 2021?**
In the Form ADV data for Valstone Partners VI: Regulatory assets under management: $904,301,214 in the October 2021 data and $735,881,947 in the October 2026 data, down 19%. Total employees: 14 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Valstone Partners VI serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Valstone Partners VI report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300629

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $50 to $1,000 an hour (each of our employees)

> hourly fees would likely range from $50 to $1,000 per hour for each of our employees.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $735,881,947
- Discretionary: $735,881,947
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $735,881,947 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Baltimore, MD

### Websites listed on Form ADV (Item 1.I)
- valstonepartners.com
- LinkedIn @VALSTONE-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $904,301,214 | 14 | March 31, 2021 |
| October 2022 | $927,982,456 | 12 | March 31, 2022 |
| October 2023 | $840,712,587 | 10 | March 30, 2023 |
| October 2024 | $753,783,758 | 9 | July 15, 2024 |
| October 2025 | $752,872,392 | 9 | March 27, 2025 |
| October 2026 | $735,881,947 | 9 | March 30, 2026 |

Regulatory assets under management: $904,301,214 in the October 2021 data and $735,881,947 in the October 2026 data, down 19%.
Total employees: 14 in October 2021 and 9 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valstone Partners VI (CRD 300629): Form ADV filing data as of October 2026.