Mesirow Fiduciary Solutions, LLC

RIASEC Registered

Total AUM

$3.2B

Discretionary

$3.2B

100% of AUM

Avg account

$3.8M

Accounts

839

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 174306
Registered since: February 13, 2015
Website: www.flexpathstrategies.com
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans100%
Corporations / Businesses90.35%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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.