Fleckenstein Capital, Inc.

RIASEC Registered
Total AUM
$61.3M
Discretionary
$61.3M
100% of AUM
Avg account
$61.3M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
116810
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fleckenstein Capital, Inc. is organized as a corporation that operates as a hedge fund manager and functions in a CPO/CTA capacity. The firm focuses on portfolio management for pooled investment vehicles and serves an institutional client base. Its compensation mix includes both a percentage-of-assets under management fee and performance-based fees. Fleckenstein is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • Mary Simpson

    Mary Simpson

    Chief Financial OfficerCRD 2086355

Contacts

1 of 1
  • William Fleckenstein

    William Fleckenstein

    PresidentCRD 707540

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth