REFLOW SERVICES, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 158301
- Registered since
- August 1, 2017
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Reflow Services, LLC is a limited liability company registered with the SEC in 2017 that operates as a hedge fund manager and commodity pool/CTA-type business. Its advisory activity focuses on portfolio management for pooled investment vehicles rather than acting as a broad capital allocator. The firm serves institutional clients and charges a combination of asset-based fees and performance-based fees. The ownership structure is listed as a mix of a domestic entity and an individual. The firm does not report being an active ESG investor and is not registered as a multi-state adviser.
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
Owners & executives
2 of 2MELISSA WHEELER
COO & CCOCRD 6613840
EVAN SMITH
Chief Compliance Officer and Chief Operating OfficerCRD 7668981
Contacts
3 of 3KENNETH CHAN
Vice President, Asset ManagementCRD 5473838
MICHAEL CAGNEY
MemberCRD 5103654
WILLIAM WHITE
Registered PrincipalCRD 2748685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 33 New Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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