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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| FLAX Pond Capital LLC
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|---|---|
| CRD # | 324332 |
| SEC # | 801-127211 |
| CIK # | |
| AUM | $172.8 M (2025-02-22) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 508-548-2218 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 27.1 |
| (b) Individuals (high net worth individuals) | 77 | 145.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 129 | 172.8 |
| By Discretionary | ||
| Discretionary | 86 | 160.6 |
| Non-Discretionary | 43 | 12.1 |
| Total | 129 | 172.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.8 | |
| Total | 129 | 172.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tetley Investments LLC
✚
|
IL | 0.2 |
|
Cullen Patterson Capital Management LLC
✚
|
CA | 0.2 |
|
Picea Capital LLC
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FL | 0.2 |
|
Holos Integrated Wealth LLC
✚
|
PA | 0.2 |
|
Signet Private Wealth LLC
✚
|
IL | 0.2 |
|
JK Financial Inc
✚
|
TX | 0.2 |
|
NICH Capital Partners Inc
✚
|
0.2 | |
|
Davis Private Wealth LLC
✚
|
FL | 0.2 |
|
Rutherford Asset Planning Inc
✚
|
FL | 0.2 |
|
WOLD Financial Group LLC
✚
|
MN | 0.2 |