FLOW STATE INVESTMENTS, LP
C14
CRD 318195·SEC 801-130816·CHICAGO, IL
AUM
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Est. Revenue
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@ 1% on AUM
Est. EBITDA
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@ 30% margin
Est. Deal Value
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@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
FLOW STATE INVESTMENTS, LP
CRD
318195
SEC file #
801-130816
DBA names
Flow State Investments, Lp
Economics
AUM
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AUM band
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AUM trajectory
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Client mix
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Operations
Employees (total)
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Advisory staff (per ADV)
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Advisory staff (5-yr trend)
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Primary office
CHICAGO IL
Branches
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Custodian & Brokerage
Filings
Latest ADV filing
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ADV-W filed at
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Website
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Compliance
Disclosures (firm)
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Trademark
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Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2024-03-152024-03-15 · 0000919574-24-002052
2023-03-152023-03-15 · 0000919574-23-002147
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
FLOW STATE INVESTMENTS, LP155 N. WACKER DRIVE, SUITE 1760CHICAGO, IL 60606
Business
FLOW STATE INVESTMENTS, LP155 N. WACKER DRIVE, SUITE 1760CHICAGO, IL 60606
Edgar Recent Filings
D/A2024-03-15 · 0000919574-24-002052
D/A2023-03-15 · 0000919574-23-002147