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FLOW STATE INVESTMENTS, LP

CHICAGO, IL · CRD 318195 · IAPD ↗ · flowstateinvestments.com · 773-938-9600

$188.4MRegulatory AUM
11Advisory reps
14Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
February 2025 — FLOW STATE INVESTMENTS, LP (CHICAGO, IL) left the SEC roster (was $188.4M RAUM, 11 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
80
September 2024 — FLOW STATE INVESTMENTS, LP (CHICAGO, IL) is newly SEC-registered with $188.4M RAUM and 11 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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