Flohr Asset Management, LLC

RIASEC Registered
Total AUM
$24M
Discretionary
$24M
100% of AUM
Avg account
$8M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
159282
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Flohr Asset Management, LLC is a small, privately held manager that runs pooled investment vehicles for institutional clients. The firm’s activity centers on managing private funds—primarily private equity and real estate vehicles—under a performance-based fee structure. As an adviser focused on pooled vehicles, its investment approach emphasizes sourcing and managing alternative-sleeved strategies rather than traditional retail advisory mandates. The firm’s mandate appears concentrated on private markets and fund-level portfolio management: allocating to third‑party alternative managers, structuring private placements and real‑estate pooled vehicles, and capturing upside through incentive fees. Flohr Asset Management is not positioned as an ESG-driven allocator and reports that it does not operate across multiple states as a multi-state adviser. Business control is held at the individual-owner level, with decisions centered in a compact organizational structure.

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

Contacts

1 of 1
  • Jeff Flohr

    Jeff Flohr

    Owner, Investment Advisor RepresentativeCRD 2151276

Wealth teams

FINTRX

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth