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FLOWSTONE PARTNERS, LLC

· CRD 301768 · IAPD ↗ · 312-288-7700

$767.4MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
May 2026 — FLOWSTONE PARTNERS, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
43
March 2026 — FLOWSTONE PARTNERS, LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — FLOWSTONE PARTNERS, LLC reported RAUM up 36% ($522.9M -> $710.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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