FLEXINCOME FUND
Firm details
- Headquarters
- WESTHAMPTON, New York
- CRD number
- 337942
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Flexincome Fund is a small, privately held investment adviser organized as a limited liability company and owned by an individual. It serves individual and family clients and offers portfolio management for individuals and small businesses. The firm lists CPO/CTA among its business activities, indicating involvement with commodity pool or commodity trading advisory functions rather than a traditional long-only RIA model. Its fee menu includes percentage-of-assets, hourly billing, and performance-based arrangements. Regulatory and classification details on public filings are limited—its SEC registration year is not listed and it appears as an unclassified adviser. Flexincome Fund does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.
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
Asset composition
- Cash & Cash Equivalents60%
- Exchange Traded Equities30%
- Derivatives10%
Contacts
2 of 2Griffin Schulz
Managing PartnerCRD 8134010
SALVATORE BALDASSANO
Investment BankerCRD 4500726
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTHAMPTON, NY
SUFFOLK
Location
WESTHAMPTON, NY
Headquartered in WESTHAMPTON, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 1 Pine Grove Ct
- Time zone
- ET (UTC-5)
- Office locations
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