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| I'm in the process of updating the data!! apologies for any slow speeds! |
| Flexpath Strategies LLC
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|---|---|
| CRD # | 174306 |
| SEC # | 801-80914 |
| CIK # | |
| AUM | $79.9 BB (2025-06-05) |
| Employees | 28 (43% Investors, 0% Brokers) |
| Phone | 949-418-6030 |
| Address | 120 Vantis Suite 480 Aliso Viejo, CA 92656 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 77.0 |
| (g) Pension and profit sharing plans | 904 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 905 | 79.9 |
| By Discretionary | ||
| Discretionary | 904 | 2.9 |
| Non-Discretionary | 1 | 77.0 |
| Total | 905 | 79.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 79.9 | |
| Total | 905 | 79.9 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
NFP Retirement Inc
✚
|
CA | 118.0 |
|
Flexpath Strategies LLC
✚
|
CA | 79.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blackstone Credit BDC Advisors LLC
✚
|
NY | 84.8 |
|
van Eck Associates Corporation
✚
|
NY | 83.5 |
|
WisdomTree Asset Management Inc
✚
|
NY | 81.7 |
|
Galliard Capital Management LLC
✚
|
MN | 80.4 |
|
Russell Investments Implementation Services LLC
✚
|
WA | 79.7 |
|
Symetra Investment Management Company
✚
|
CT | 78.7 |
|
Nationwide Fund Advisors
✚
|
OH | 77.8 |
|
Capital Bank and Trust Company
✚
|
CA | 75.9 |
|
Proshare Advisors LLC
✚
|
MD | 74.0 |
|
Schroder Investment Management North America Ltd
✚
|
70.9 |