SourcingSourcing

FLEXSTONE PARTNERS, LLC

C29
CRD 147353·SEC 801-69478·NEW YORK, NY
AUM
$5.30B
$1B+
Est. Revenue
$53.0M
@ 1% on AUM
Est. EBITDA
$15.9M
@ 30% margin
Est. Deal Value
$127.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FLEXSTONE PARTNERS, LLC
CRD
147353
SEC file #
801-69478
EIN
—
DBA names
Caspian Private Equity, LlcNatixis Caspian Private Equity, LlcNatixis Caspian Private EquityFlexstone Partners, Llc

Economics

AUM
$5.30B
AUM band
$1B+
AUM trajectory
'20'26
$3.41B → $5.30B▲ +56%
Client mix
Pooled Investment Vehicles26

Operations

Employees (total)
28
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
7 advisors → 9 advisors▲ +29%
Primary office
NEW YORK NY
Branches
Count1

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/flexstonepartners(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FLEXSTONE PARTNERS SAS
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
6
Control Persons
FLEXSTONE PARTNERS SAS
DERAM, ERIC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
40
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo52
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (5)

5
DERAM, ERIC
Executive Officer · 2.5%
6895252
DEWITTE, HANS, ERWIN
Executive Officer · 2.5%
4635485
GUPTA, NITIN
Executive Officer · 2.5%
2504496
JACQUIN, BENOIT
Executive Officer · 2.5%
6895220
STEPHEN EDWARD MAHANNA
Executive Officer · 2.5%
7147040