Flexincome Fund
Firm details
- Headquarters
- Westhampton, New York
- CRD number
- 337942
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Flexincome Fund LLC is an independent, state-registered RIA organized as an LLC and registered in New York. The firm targets individual and family clients and provides portfolio management for individuals and small businesses. Its stated business activities include operating as a CPO/CTA, so alongside discretionary portfolio management it appears to run or advise on commodity/derivative strategies. The firm charges a mix of percentage-of-AUM, hourly fees and performance-based fees, and it does not market itself as an ESG investor. Ownership is listed as individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents60%
- Exchange Traded Equities30%
- Derivatives10%
Contacts
2 of 2
Salvatore Baldassano
Investment BankerCRD 4500726
Griffin Schulz
Managing PartnerCRD 8134010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westhampton, NY
Suffolk
Location
Westhampton, NY
Headquartered in Westhampton, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Pine Grove Ct
- Time zone
- ET (UTC-5)
- Office locations
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