Flowstone Partners, Llc
- Regulatory AUM
- $767M
- Discretionary
- $767M
- Clients
- 1
- Avg AUM / client
- $767M
- Accounts
- 1
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $767M | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Becker, Eric, David | Board Director | Mar 2019 (7y) | Less than 5% | |
| Conners, Scott, Peter | President; Manager Board Member | Mar 2019 (7y) | 10% – 25% | |
| Stein, Avy, Howard | Board Director | Mar 2019 (7y) | Less than 5% | |
| Gillespie, Stacey, Jean | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Carrano, Michael | Managing Director | Aug 2024 (2y) | 10% – 25% | |
| Muenderlein, Andreas | Managing Director | Aug 2024 (2y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Flowstone Investors, Llc | Managing Member/Holding Company | Mar 2019 | A | 50% – 75% |
| Cp Midco Llc | Holding Company | Aug 2024 | B | ≈ 37.5% – 75% via Flowstone Investors, Llc |
| Cp Parent, Llc | Holding Company | Aug 2024 | B | ≈ 28.13% – 75% via Cp Midco Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cp Midco Llc: 75% – 100% of Flowstone Investors, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Cp Parent, Llc: 75% – 100% of Cp Midco Llc × 75% – 100% of Flowstone Investors, Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗