FLOWSTONE PARTNERS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$767M
Discretionary
$767M
100% of AUM
Avg account
$767M
Accounts
1
Employees
7
Advisory reps
4

Firm details

Headquarters
,
CRD number
301768
Registered since
May 3, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Flowstone Partners, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2019. The firm concentrates on institutional clients and provides portfolio management services for investment companies. In practice Flowstone functions both as an adviser and as a registered representative of a broker-dealer, and it has affiliations that include acting as sponsor, general partner, or managing member of pooled investment vehicles. The firm is not identified as an active ESG investor and is not a multi-state adviser. Fee arrangements combine a percentage-of-assets model with performance-based fees, indicating that a portion of compensation is tied to investment results. While Flowstone is not billed primarily as a capital allocator, it does channel client capital into third‑party alternative managers and can participate in sponsored pooled vehicles, suggesting a hybrid model that mixes advisory portfolio management with direct fund sponsorship and manager selection.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • STACEY GILLESPIE

    Chief Compliance OfficerCRD 3137874

Contacts

3 of 3
  • NIMISHA SRIVASTAVA

    Head of InvestmentsCRD 5205426

  • ADINA DAVIS

    Director of Business OperationsCRD 6097245

  • Kloi Malko

    Finance DirectorCRD 7288568

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth