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Asset manager

Flowstone Partners, LLC

SEC-registered investment adviser · CRD 301768 · SEC 801-115230

At a glance

Flowstone Partners, LLC is an SEC-registered investment adviser based in United States, with $767 million in regulatory assets under management as of its Form ADV filed July 7, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 1,487th of 3,218 asset managers and 6,248th of 17,210 SEC-registered advisers by assets.

flowstonepartners.comLinkedInAs filed on Form ADV

Regulatory AUM
$767M
Rank among asset managers
#1,487 of 3,218
Rank among all SEC RIAs
#6,248 of 17,210
Clients
1
Accounts
1
Discretionary
100% of AUM
Employees
7
Advisory staff
5
Offices
3

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Flowstone Partners, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Flowstone Partners, LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Willis Towers Watson Securities, LLC.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Investment companies1$767M100%

Disciplinary disclosures

Flowstone Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for investment companies

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗flowstonepartners.com ↗

AtlasMembers

The full record on Flowstone Partners, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 6 years of filings
Locked
Growth over one, three and five years
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Rank against 1,019 peers of its type and size
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Owners and executives, with titles and stakes
4 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
5Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Flowstone Partners, LLC manage?

Flowstone Partners, LLC reports $767 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 7, 2026.

What kind of firm is Flowstone Partners, LLC?

Flowstone Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.

Who are Flowstone Partners, LLC’s clients?

By assets, its largest client types are investment companies ($767 million, 1 clients).

Does Flowstone Partners, LLC have any disciplinary history?

Flowstone Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Flowstone Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →