REFLOW SERVICES, LLC

RIASEC RegisteredEst. 2017
Total AUM
$521M
Discretionary
$521M
100% of AUM
Avg account
$521M
Accounts
1
Employees
5
Advisory reps
5

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

FINTRX

Overview

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

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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

2 of 2
  • MELISSA WHEELER

    COO & CCOCRD 6613840

  • EVAN SMITH

    Chief Compliance Officer and Chief Operating OfficerCRD 7668981

Contacts

3 of 3
  • KENNETH CHAN

    Vice President, Asset ManagementCRD 5473838

  • MICHAEL CAGNEY

    MemberCRD 5103654

  • WILLIAM WHITE

    Registered PrincipalCRD 2748685

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth