FLANK FUND MANAGER, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALM BEACH, Florida
CRD number
305114
Registered since
August 2, 2019

Firm profile

FINTRX

Overview

Flank Fund Manager, LLC is an LLC that registered with the SEC in 2019 and is organized under domestic ownership. The firm operates as an adviser and sponsor in pooled investment vehicles, acting in roles such as general partner and managing member. It is not positioned as a capital allocator and does not identify as an active ESG investor or a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jason Keiser

    Principal and Chief Financial OfficerCRD 7683184

  • Michael Walsdorf

    Co-Founder and CEOCRD 7161998

Contacts

2 of 2
  • KENNETH COPELAND

    PresidentCRD 4908709

  • Jonathan Kully

    Managing PartnerCRD 7161991

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALM BEACH, FL

PALM BEACH

Location

PALM BEACH, FL

Headquartered in PALM BEACH, 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
PALM BEACH
Address
240 Royal Palm Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth