ValStone Partners, LLC ("ValStone Partners"), a registered investment advisor with the SEC, is a private equity investment firm with offices in Birmingham, Michigan and Baltimore, Maryland.  ValStone Partners coordinates the activities of (i) the ValStone Opportunity Funds, through which ValStone Partners makes direct investments on behalf of its investors and itself and (ii) ValStone Asset Management, which, among other things, services and manages investments made by the ValStone Opportunity Funds and their institutional partners.  ValStone Partners was formed in 1998 (originally under the name TouchStone Partners) by combining the professional resources of GC Timmis & Company, a Birmingham, Michigan company controlled by Gerald C. Timmis III, and Carnegie Morgan Partners, a Baltimore, Maryland company controlled by Larry E. Jennings Jr.

As of September 30, 2009, ValStone Partners has approximately $271 million of assets under management, real estate owned or commitments and has completed acquisitions with an aggregate stated value exceeding $888 million since 1999.  In addition, ValStone Partners has established and seeks to establish co-investment partnerships with a small number of premier institutional investors, which can substantially increase its funding capacity.

Click on the entity name for more information.

ValStone Partners and its affiliated entities, including the ValStone Opportunity Funds and ValStone Asset Management, are not in any way affiliated with Western & Southern Financial Group, Inc., or IFS Financial Services, Inc., or any of their affiliated or related entities, including Touchstone Investments, Touchstone Securities, Inc., Touchstone Advisors, Inc., Touchstone Growth Opportunity Fund or Touchstone Value Opportunities Fund.

Last Revised: February 15, 2010