FLEXINCOME FUND

RIASEC Registered
Total AUM
$7.4M
Discretionary
$7.4M
100% of AUM
Avg account
$1.9M
Accounts
4
Employees
1
Advisory reps
2

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

FINTRX

Overview

Flexincome Fund is a small, privately held investment adviser organized as a limited liability company and owned by an individual. It serves individual and family clients and offers portfolio management for individuals and small businesses. The firm lists CPO/CTA among its business activities, indicating involvement with commodity pool or commodity trading advisory functions rather than a traditional long-only RIA model. Its fee menu includes percentage-of-assets, hourly billing, and performance-based arrangements. Regulatory and classification details on public filings are limited—its SEC registration year is not listed and it appears as an unclassified adviser. Flexincome Fund does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

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

Asset composition

Asset composition: Cash & Cash Equivalents 60%, Exchange Traded Equities 30%, Derivatives 10%60%
  • Cash & Cash Equivalents60%
  • Exchange Traded Equities30%
  • Derivatives10%

Contacts

2 of 2
  • Griffin Schulz

    Managing PartnerCRD 8134010

  • SALVATORE BALDASSANO

    Investment BankerCRD 4500726

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth