FLEXPOINT FORD, LLC

RIASEC RegisteredEst. 2012
Total AUM
$7.9B
Discretionary
$7.9B
100% of AUM
Avg account
$359M
Accounts
22
Employees
65
Advisory reps
5

Firm details

Headquarters
MIAMI, Florida
CRD number
157864
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Flexpoint Ford, LLC is a private equity manager organized as a limited liability company and registered with the SEC in 2012. The firm serves primarily institutional clients and concentrates on managing pooled investment vehicles, acting in sponsor and general partner capacities for those vehicles. It reports an active stance on environmental, social and governance considerations and operates with a fee mix that includes percentage-of-assets, performance-based fees and other fee arrangements. Flexpoint Ford's operational profile indicates it functions as both an adviser to private funds and an active manager/sponsor — taking fiduciary and managerial roles through pooled vehicles rather than acting as a simple capital allocator.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

3 of 4
  • STEPHEN HAWORTH

    Managing Director and Chief Financial OfficerCRD 6028487

  • STEPHEN BARANOWSKI

    Chief Financial OfficerCRD 5734470

  • MARK BARHAM

    Chief Administrative, Compliance OfficerCRD 7718397

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Contacts

1 of 1
  • DONALD EDWARDS

    Founder and Executive ChairmanCRD 1881830

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
801 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth