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| Flexpath Strategies LLC
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| |
|---|---|
| CRD # | 174306 |
| SEC # | 801-80914 |
| CIK # | |
| AUM | $66.0 BB (2024-08-13) |
| Employees | 25 (52% Investors, 0% Brokers) |
| Phone | 949-460-9898 |
| Address | 120 Vantis Suite 480 Aliso Viejo, CA 92656 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 64.0 |
| (g) Pension and profit sharing plans | 901 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 902 | 66.0 |
| By Discretionary | ||
| Discretionary | 902 | 66.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 902 | 66.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 66.0 | |
| Total | 902 | 66.0 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
NFP Retirement Inc
✚
|
CA | 96.5 |
|
Flexpath Strategies LLC
✚
|
CA | 66.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
WisdomTree Asset Management Inc
✚
|
NY | 73.1 |
|
van Eck Associates Corporation
✚
|
NY | 70.4 |
|
Schroder Investment Management North America Ltd
✚
|
69.3 | |
|
Transamerica Asset Management Inc
✚
|
CO | 65.9 |
|
Proshare Advisors LLC
✚
|
MD | 65.1 |
|
John Hancock Variable Trust Advisers LLC
✚
|
MA | 65.1 |
|
Empower Capital Management LLC
✚
|
CO | 64.9 |
|
Blackstone Credit BDC Advisors LLC
✚
|
NY | 63.9 |
|
Sunamerica Asset Management LLC
✚
|
NJ | 57.9 |
|
Voya Investments LLC
✚
|
AZ | 57.8 |