FLEX CAPITAL MANAGEMENT, L.L.C.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 299843
- Registered since
- January 2, 2019
Firm profile
FINTRXOverview
Flex Capital Management, L.L.C. is a limited liability company registered with the SEC in 2019 that operates primarily as a fund manager and sponsor. The firm’s regulatory profile shows it principally serving as an adviser and sponsor to pooled investment vehicles, acting in roles such as general partner and managing member. It is classified as an unclassified, individually owned adviser and is not identified as a multi-state adviser or active ESG investor. The firm’s activity is fund-centered rather than retail advisory: its reported advisory client count is zero, while its public filings emphasize private fund management.
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
1 of 1TOD SACERDOTI
Co-Founder and CEOCRD 3277900
Contacts
2 of 2PAUL JOHNSON
General PartnerCRD 8060797
Auren Hoffman
Founder & General PartnerCRD 7056877
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
- 595 Pacific Ave
- Time zone
- PT (UTC-8)
- Office locations
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