FLEXIS CAPITAL

RIASEC RegisteredEst. 2021
Total AUM
$339M
Discretionary
$339M
100% of AUM
Avg account
$67.8M
Accounts
5
Employees
3
Advisory reps
1

Firm details

Headquarters
MIAMI, Florida
CRD number
162601
Registered since
August 2, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Flexis Capital is a privately held limited liability company that operates as a private equity fund manager. The firm registered with the SEC in 2021 and is owned by an individual. Its primary client base is institutional investors. Flexis combines a percentage-of-AUM fee model with performance-based fees and provides portfolio management for pooled investment vehicles. The firm also functions as a sponsor and general partner, serving as managing member of pooled vehicles it advises. Flexis does not market itself as an active ESG investor, is not designated a multi-state adviser, and is not identified as a pension consultant or a capital allocator in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • LOUIS FRIEDMAN

    Managing PartnerCRD 1569782

Wealth teams

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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

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
360 NW 27th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth