Flexpath Strategies
Firm details
- Headquarters
- Aliso Viejo, California
- CRD number
- 174306
- Registered since
- February 13, 2015
- Website
- www.flexpathstrategies.com
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses100%
- Services
- Pension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Flexpath Strategies is an institutional registered investment adviser structured as an LLC and SEC-registered since 2015. It functions as a capital allocator serving institutional clients and charges fees based on a percentage of assets under management. The firm’s advisory remit emphasizes pension consulting and the selection of external managers, and it identifies itself as a capital allocator that places client assets with third-party providers. Flexpath does not list active ESG investing as part of its stated approach.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds100%
Owners & executives
3 of 3
Vincent Giovinazzo
Chief Executive OfficerCRD 1645246

Monique Schulman
Chief Compliance OfficerCRD 1225088

Jeffrey Elvander
Chief Investment OfficerCRD 4898447
Contacts
3 of 3
Nicholas Dellavedova
PresidentCRD 2884873

Brian Roberts
Senior Vice PresidentCRD 1652043

Lauren Neeno
Plan AdvisorCRD 7491190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aliso Viejo, CA
Orange
Location
Aliso Viejo, CA
Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 120 Vantis Dr
- Time zone
- PT (UTC-8)
- Office locations
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