Flexstone Partners, LLC

RIASEC Registered
Total AUM
$7.2B
Discretionary
$3.8B
53% of AUM
Avg account
$150M
Accounts
48
Employees
46
Advisory reps
11

Firm details

Headquarters
New York, New York
CRD number
147353
Registered since
August 29, 2008
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Flexstone Partners, LLC is structured as an LLC and operates primarily as a private equity fund manager that concentrates on pooled investment vehicles for institutional clients. The firm is registered with the SEC; its SEC registration dates to 2008. Ownership is a mix of foreign entity and individual ownership, and its stated advisory activity is portfolio management for pooled investment vehicles. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Flexstone identifies as an active ESG investor. Its business footprint includes multiple industry roles and affiliations — including broker-dealer relationships, swap-dealer and commodity/futures registrations, banking/thrift and trust capabilities, real estate brokerage, insurance company links, and sponsor/GP roles for pooled vehicles — which suggests the organization operates across both asset management and sponsor/service-provider functions rather than solely as a passive allocator.

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

2 of 2
  • Benjamin Marino

    Benjamin Marino

    Managing Partner and Chief Investment OfficerCRD 4896934

  • Nitin Gupta

    Nitin Gupta

    Managing Partner & Co-CIOCRD 2504496

Contacts

3 of 9
  • C Barrett

    C Barrett

    Senior Managing PartnerCRD 1456441

  • Robert Di Geronimo

    Robert Di Geronimo

    Managing PartnerCRD 4896933

  • Michael Dagostino

    Michael Dagostino

    Managing PartnerCRD 1989685

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
575 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth