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FLEXSTONE PARTNERS, LLC
CRD 147353File 801-69478
APPROVED
Custody
Disclosure events
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.20B
Top 25% of cohort (national)
Discretionary AUM
$3.85B
Non-discretionary $3.35B
Clients
48
48 accounts
Employees
46
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 29, 2008
- Principal office
- 575 FIFTH AVENUE, 22ND FLOOR, NEW YORK, NY, 10017
- Phone
- 212-703-0300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.20B
- Discretionary AUM
- $3.85B
- Non-discretionary AUM
- $3.35B
- Discretionary accounts
- 35
- Non-discretionary accounts
- 13
- Total accounts
- 48
- AUM per client
- $150.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 48 | $7.20B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11A1
- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Oct 1, 2026 | Employees | 28 | 46 | increased by18 |
| Oct 1, 2026 | Clients | 26 | 48 | increased by22 |
| Oct 1, 2026 | AUM | $5,303,806,003 | $7,201,604,218 | increased by$1,897,798,215 |
| Oct 1, 2026 | Accounts | 26 | 48 | increased by22 |
| Apr 1, 2026 | Employees | 23 | 28 | increased by5 |
| Apr 1, 2026 | Clients | 25 | 26 | increased by1 |
| Apr 1, 2026 | AUM | $5,337,670,732 | $5,303,806,003 | decreased by$33,864,729 |
| Apr 1, 2026 | Accounts | 25 | 26 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 23 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 23 | 25 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,834,899,163 | $5,337,670,732 | increased by$502,771,569 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 23 | 25 | increased by2 |
| Apr 1, 2022 | Clients | 19 | 23 | increased by4 |
| Apr 1, 2022 | AUM | $4,126,141,201 | $4,834,899,163 | increased by$708,757,962 |
| Apr 1, 2022 | Accounts | 19 | 23 | increased by4 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FLEXSTONE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FLEXSTONE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.