Asset ManagerRIA · CRD 281934SEC-Registered

Updated:

Flow

Flow is an SEC-registered investment adviser with $94 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser.

Flow logo

Flow

Flow is an SEC-registered investment adviser with $94 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Sector focus

Enterprise SoftwareFinTech

Frequently asked questions

What does Flow actually sell?

Flow sells an integrated software platform to private capital fund managers. Its three core modules are a virtual data room for fundraising, a digital subscriptions tool that replaces paper subscription agreements, and an investor portal for ongoing LP reporting and communication. The platform is designed to reduce the number of separate service providers a fund needs to manage the investor lifecycle.

Is Flow a family office or an investment firm?

No. Flow is a technology company that builds operational software for investment firms. It does not manage a fund, deploy proprietary capital, or make private-market investments. Its business model depends on selling platform access to general partners, not on generating investment returns.

Which types of fund managers does Flow target?

Flow explicitly names venture capital, private equity, and real estate investment firms as its core market. The platform's documentation focuses on the workflows common to closed-end private funds, including fundraising data rooms, investor subscription processing, and post-close LP reporting.

How is Flow's platform structured for third-party service providers?

Flow describes an open-architecture model with APIs that allow law firms, fund administrators, and auditors to connect their own systems. The company also maintains a partner network that can refer fund managers to service providers suited to their needs, positioning the platform as a central operating system rather than an all-in-one closed stack.

What compliance or security standards does Flow hold?

Flow publicly states it is SOC 2 Type II certified and cites secure data encryption, E-Sign Act compliance, user account locking, and internal security reviews as part of its controls. Those certifications are relevant to fund managers who need to satisfy institutional LP due-diligence requirements when outsourcing investor-portal technology.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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