Flat Rock Global

RIASEC RegisteredEst. 2017
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$523M
Accounts
3
Employees
13
Advisory reps
4

Firm details

Headquarters
Jackson, Wyoming
CRD number
288551
Registered since
July 10, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Flat Rock Global is an institutional registered investment adviser organized as an LLC and SEC-registered since 2017. The firm’s client base is institutional, and its primary advisory activity is portfolio management for investment companies. Flat Rock Global charges asset-based fees and may collect performance-based fees on certain mandates. The firm is not designated as a capital allocator in the dataset and is reported as not being an active ESG investor.

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

3 of 4
  • Ryan Ripp

    Ryan Ripp

    Chief Financial OfficerCRD 5838799

  • Robert Grunewald

    Robert Grunewald

    CEO & FounderCRD 2834467

  • Shiloh Bates

    Shiloh Bates

    Chief Investment OfficerCRD 3274349

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jackson, WY

Teton

Location

Jackson, WY

Headquartered in Jackson, WY, in the West of the United States.

Region
West
County
Teton
Address
680 S Cache St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth