{
  "crd_number": 301768,
  "slug": "flowstone-partners-llc-301768",
  "primary_business_name": "FLOWSTONE PARTNERS, LLC",
  "legal_name": "FLOWSTONE PARTNERS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-05-03",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-07-07",
  "carried_forward": false,
  "raum_total": 767354456.0,
  "raum_discretionary": 767354456.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 767354456.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "IL",
    "NY"
  ],
  "websites": [
    "https://flowstonepartners.com",
    "https://linkedin.com/company/flowstone-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301768",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/flowstone-partners-llc-301768",
  "display_name": "Flowstone Partners, LLC",
  "summary": "Flowstone Partners, LLC is an SEC-registered investment advisory firm, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 7, 2026.",
  "citation": "AdvisorCensus. Flowstone Partners, LLC (CRD 301768): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Flowstone Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Flowstone Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Is Flowstone Partners, LLC registered with the SEC or a state?",
      "a": "Flowstone Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301768."
    },
    {
      "q": "How much does Flowstone Partners, LLC manage?",
      "a": "Flowstone Partners, LLC reports $767,354,456 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary)."
    },
    {
      "q": "How have Flowstone Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Flowstone Partners, LLC: Regulatory assets under management: $106,302,165 in the October 2021 data and $767,354,456 in the October 2026 data, up 622%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Flowstone Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Flowstone Partners, LLC report any disciplinary disclosures?",
      "a": "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/301768"
    },
    {
      "q": "What changed in Flowstone Partners, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 106302165.0,
      "total_employees": 6,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 316116334.0,
      "total_employees": 6,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 522928312.0,
      "total_employees": 7,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 710500000.0,
      "total_employees": 7,
      "filing_date": "2024-09-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 739200076.0,
      "total_employees": 7,
      "filing_date": "2025-07-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 767354456.0,
      "total_employees": 7,
      "filing_date": "2026-07-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Changed its office addresses in New York, NY.",
        "Added an office in Hartford, CT.",
        "Registered or notice-filed in IL.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/flowstone-partners-llc-301768.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 767354456.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301768",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}