# Flowstone Partners, LLC

> 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.

- CRD: 301768
- Filed as: FLOWSTONE PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301768
- AdvisorCensus page: https://advisorcensus.com/firm/flowstone-partners-llc-301768

## Quick answers

**How is Flowstone Partners, LLC compensated?**
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.

**Is Flowstone Partners, LLC registered with the SEC or a state?**
Flowstone Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301768.

**How much does Flowstone Partners, LLC manage?**
Flowstone Partners, LLC reports $767,354,456 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**How have Flowstone Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Flowstone Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Flowstone Partners, LLC 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/301768

**What changed in Flowstone Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $767,354,456
- Discretionary: $767,354,456
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $767,354,456 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

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

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Hartford, CT
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- flowstonepartners.com
- LinkedIn @flowstone-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $106,302,165 | 6 | March 31, 2021 |
| October 2022 | $316,116,334 | 6 | March 31, 2022 |
| October 2023 | $522,928,312 | 7 | March 29, 2023 |
| October 2024 | $710,500,000 | 7 | September 3, 2024 |
| October 2025 | $739,200,076 | 7 | July 21, 2025 |
| October 2026 | $767,354,456 | 7 | July 7, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flowstone Partners, LLC (CRD 301768): Form ADV filing data as of October 2026.