Mesirow Fiduciary Solutions, LLC

RIASEC Registered
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$3.9M
Accounts
741
Employees
5
Advisory reps
7

Firm details

Headquarters
Aliso Viejo, Illinois
CRD number
174306
Registered since
February 13, 2015
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans100%
  • Corporations / Businesses90.35%
Services
Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Flexpath Strategies is an institutional registered investment adviser structured as an LLC and SEC-registered since 2015. It functions as a capital allocator serving institutional clients and charges fees based on a percentage of assets under management. The firm’s advisory remit emphasizes pension consulting and the selection of external managers, and it identifies itself as a capital allocator that places client assets with third-party providers. Flexpath does not list active ESG investing as part of its stated approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

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Contacts

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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

Aliso Viejo, IL

Orange

Location

Aliso Viejo, IL

Headquartered in Aliso Viejo, IL, anchoring the Los Angeles-Long Beach, CA metro in the Midwest.

Metro area
Los Angeles-Long Beach, CA
Region
Midwest
County
Orange
Address
353 N Clark St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth