FLEX CAPITAL MANAGEMENT, L.L.C.

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
299843
Registered since
January 2, 2019

Firm profile

FINTRX

Overview

Flex Capital Management, L.L.C. is a limited liability company registered with the SEC in 2019 that operates primarily as a fund manager and sponsor. The firm’s regulatory profile shows it principally serving as an adviser and sponsor to pooled investment vehicles, acting in roles such as general partner and managing member. It is classified as an unclassified, individually owned adviser and is not identified as a multi-state adviser or active ESG investor. The firm’s activity is fund-centered rather than retail advisory: its reported advisory client count is zero, while its public filings emphasize private fund management.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • TOD SACERDOTI

    Co-Founder and CEOCRD 3277900

Contacts

2 of 2
  • PAUL JOHNSON

    General PartnerCRD 8060797

  • Auren Hoffman

    Founder & General PartnerCRD 7056877

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
595 Pacific Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth