FLOWSTONE PARTNERS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 301768
- Registered since
- May 3, 2019
- Website
- flowstonepartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1STACEY GILLESPIE
Chief Compliance OfficerCRD 3137874
Contacts
3 of 3NIMISHA SRIVASTAVA
Head of InvestmentsCRD 5205426
ADINA DAVIS
Director of Business OperationsCRD 6097245
Kloi Malko
Finance DirectorCRD 7288568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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