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 SEC-registered investment adviser organized as an LLC and operating since 2015. The firm describes itself as a capital allocator serving an institutional client base and charges fees as a percentage of assets under management. Its advisory work includes pension consulting services and the selection of other advisers, and it typically delegates alternative exposure to third-party managers rather than running in-house private-investment programs. Flexpath does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds100%
Owners & executives
3 of 3VINCENT GIOVINAZZO
Chief Executive OfficerCRD 1645246
MONIQUE SCHULMAN
Chief Compliance OfficerCRD 1225088
JEFFREY ELVANDER
Chief Investment OfficerCRD 4898447
Contacts
3 of 3NICHOLAS 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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