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| Keyboard |
| Flexpath Strategies LLC
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|---|---|
| CRD # | 174306 |
| SEC # | 801-80914 |
| CIK # | |
| AUM | 2,913.7 M (2026-06-26) |
| Employees | 5 (60% 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 | 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 | 741 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 741 | 2.9 |
| By Discretionary | ||
| Discretionary | 741 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 741 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 741 | 2.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Related Firms | State | AUM |
|---|---|---|
|
Flexpath Strategies LLC
✚
|
CA | 2,913.7 M |
|
NFP Retirement Inc
✚
|
CA |
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|---|---|---|
|
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|
NY | 3,020.0 M |
|
Columbia Cent CLO Advisers LLC
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|
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|
North Wall Capital LLP
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|
2,993.4 M | |
|
Cohen & Steers Asia Limited
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|
2,949.0 M | |
|
IWC Investment Partners A/S
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|
2,948.3 M | |
|
Radcliff Management LLC
✚
|
NY | 2,913.7 M |
|
Westchester Capital Management LLC
✚
|
NY | 2,884.1 M |
|
Timothy Partners Ltd
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|
FL | 2,862.2 M |
|
Blockchain Capital LLC
✚
|
CA | 2,857.2 M |
|
Main Management ETF Advisors LLC
✚
|
CA | 2,815.9 M |