FLAGSHIP INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2024
Total AUM
$140M
Discretionary
$140M
100% of AUM
Avg account
$35M
Accounts
4
Employees
12
Advisory reps
4

Firm details

Headquarters
HOUSTON, Texas
CRD number
332788
Registered since
November 15, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Flagship Investment Management LLC is a privately organized investment adviser focused on managing pooled investment vehicles for institutional clients. The firm is structured as an LLC and is registered with the SEC (registration effective 2024). Its stated advisory role centers on portfolio management for pooled funds, and it also serves as an adviser/sponsor and managing member or general partner of pooled investment vehicles. Fee arrangements combine a percentage-of-assets component with performance-based fees. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Mark Berins

    Managing Director and Chief Administrative OfficerCRD 7990169

  • JARROD FOERSTER

    Managing Principal, Chief Operating OfficerCRD 2524899

Contacts

2 of 2
  • David Mincberg

    OwnerCRD 7990171

  • Brian Cutrell

    Director, InvestmentsCRD 8022011

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1 Greenway Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth