Mesirow Fiduciary Solutions, LLC
Firm details
- Headquarters
- Aliso Viejo, 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
- 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aliso Viejo, IL
Orange
Location
Aliso Viejo, IL
Headquartered in Aliso Viejo, IL, anchoring the Los Angeles-Long Beach, CA metro in the Midwest.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- Midwest
- County
- Orange
- Address
- 353 N Clark St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Capstone Financial Advisors Inc
RIADowners Grove, IL
Port Capital LLC
RIAChicago, IL
Edgewater Services, LLC
RIAChicago, IL
WP Global Partners LLC
RIAChicago, IL
Chesley, Taft & Associates, LLC
RIAChicago, IL
Peakline Partners, LLC
RIAChicago, IL