Reflow Services, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 158301
- Registered since
- August 1, 2017
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Reflow Services, LLC is an SEC‑registered limited liability company formed in 2017 that operates as a hedge fund manager serving institutional clients. The firm is registered to act as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles rather than individual retail advisory services. Its stated fee model combines a percentage-of-assets charge with performance-based fees. Reflow does not identify itself as an active ESG investor and is not reported as a multi-state adviser or capital allocator.
Assets & Accounts
Investments & Alternatives
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
3 of 3
Michael Mccaffery
Partner, Chief Operating OfficerCRD 7522475

Thomas Faust
Chief Executive Officer and PresidentCRD 2843249

Evan Smith
Chief Compliance Officer and Chief Operating OfficerCRD 7668981
Contacts
1 of 1
William White
Registered PrincipalCRD 2748685
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
- 33 New Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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