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FLEXSTONE PARTNERS, LLC

NEW YORK, NY · CRD 147353 · IAPD ↗ · 212-703-0300

$7.20BRegulatory AUM
21Advisory reps
46Employees
0Clients
n/aPlanning clients
42Private funds
0States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
October 2026 — FLEXSTONE PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
October 2026 — FLEXSTONE PARTNERS, LLC reported RAUM up 36% ($5.30B -> $7.20B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
October 2026 — FLEXSTONE PARTNERS, LLC grew from 9 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
October 2026 — FLEXSTONE PARTNERS, LLC filed an Item 4A succession naming GLOUSTON CAPITAL PARTNERS, LLC (CRD 133792) — one firm absorbed the other.
Firm filed an Item 4A succession naming another adviser: a merger or acquisition between the two (the filing does not say which way the money went). Integration projects follow.
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
57
April 2026 — FLEXSTONE PARTNERS, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — FLEXSTONE PARTNERS, LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.