FLOWSTONE PARTNERS, LLC
C34
CRD 301768·SEC 801-115230·CHICAGO, IL
AUM
$767.4M
$500M-$1B
Est. Revenue
$7.7M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $30.2M
'21 · $36.6M
'22 · $106.3M
'23 · $316.1M
'25 · $739.2M
'26 · $767.4M
'20'26
$30.2M → $767.4M▲ +2439%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
CHICAGO IL
Branches
| Count | 1 |
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.