Flowstone Partners, LLC

Overview

Flowstone Partners, LLC is an SEC-registered institutional RIA formed in 2019 that serves institutional clients. The firm is organized as a limited liability company and operates with a mix of business roles: it acts as a registered representative of a broker-dealer and provides portfolio management services for investment companies. Its revenue model includes both asset-based fees and performance-based fees. The firm is not set up as a dedicated capital allocator, nor does it present itself as an active ESG investor. Its regulatory and industry footprint extends beyond advisory work: filings indicate affiliations or activities related to broker-dealer operations, other investment adviser roles, CPO/CTA activity, insurance company relationships, pension consulting, and functioning as a sponsor, general partner, or managing member of pooled investment vehicles. That mix suggests Flowstone runs both advisory mandates and sponsor/manager roles for pooled structures.

Assets & Accounts

Investments & Alternatives