Flatiron Fund Management LP

RIASEC RegisteredEst. 2026
Total AUM
$27.3M
Discretionary
$27.3M
100% of AUM
Avg account
$3M
Accounts
9
Employees
2
Advisory reps
1

Firm details

Headquarters
West Palm Beach, Florida
CRD number
331871
Registered since
April 20, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Flatiron Fund Management LP is a newly formed, SEC-registered hedge fund adviser organized as a limited partnership and owned by an individual. The firm targets institutional investors and focuses on portfolio management for pooled investment vehicles. It is not positioned as an ESG investor and does not operate as a multi-state adviser. Compensation is a mix of asset-based management fees and performance-based fees, consistent with a classic hedge fund fee structure. Regulatory and operational activity around pooled vehicles is a core part of the business: the firm is identified as a sponsor/GP and may act in CPO/CTA roles for the funds it manages. The adviser was registered with the SEC in 2026 and reports that it is not a pension consultant or related adviser.

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

1 of 1
  • Akshar Patel

    Chief Executive OfficerCRD 6115553

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

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West 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
635 Hibiscus St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth