Reflow Services, LLC

RIASEC RegisteredEst. 2017
Total AUM
$521M
Discretionary
$521M
100% of AUM
Avg account
$521M
Accounts
1
Employees
6
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Michael Mccaffery

    Michael Mccaffery

    Partner, Chief Operating OfficerCRD 7522475

  • Thomas Faust

    Thomas Faust

    Chief Executive Officer and PresidentCRD 2843249

  • Evan Smith

    Evan Smith

    Chief Compliance Officer and Chief Operating OfficerCRD 7668981

Contacts

1 of 1
  • William White

    William White

    Registered PrincipalCRD 2748685

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth