This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$188MItem 5.F on the latest filing (2024-07-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$188M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

14

Advisory employees

11

Offices

1Schedule D 1.F, beyond the principal office

Accounts

3

Private funds

1Schedule D 7.B(1)

Private fund GAV

$397Mgross asset value as reported per fund; never fund size

Custody, client assets

$188M

SEC number

801-130816

CRD

318195

Filings on the tape

2

First filed

Jun 28, 2024

Latest filed

Jul 12, 2024

Organised

Limited Partnership, Delaware

Website

flowstateinvestments.com

• Occurred

  Feb 3, 2025
  Left the SEC roster

  Flow State Investments, Lp no longer on the SEC adviser roster (last listed 2025-01-02, RAUM $188.4M)

  Form ADVobserved 6 days ago
  $188M
• Occurred

  Jun 28, 2024
  First Form ADV filing

  Flow State Investments, Lp filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5ba73459-9d67-46d4-167c-edb86874736c

First observed

Jun 28, 2024

Last observed

Jul 12, 2024 26 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.