PPrivate Fund Data Log in Join · $37/mo

Flexpath Strategies LLC

● SEC registered since 2015CRD 174306SEC# 801-80914Aliso Viejo, CA
Export (members)
Reg. AUM
$79.85B
Employees
28
Accounts
905
Location
Aliso Viejo, CA

Flexpath Strategies LLC assets under management

Flexpath Strategies LLC operates as an SEC-registered investment adviser based in Aliso Viejo, CA. The firm has been registered since 2015. It reports $79.9 billion in regulatory assets under management and employs 28 people.

Flexpath Strategies LLC owners & executives

18 reported
NameTitleOwnershipSince
Cub Fp Parent, LLC ControlOwner25-50%2024
Jami Ann Chapman ControlChief Operating OfficerUnder 5%2014
Jeffrey Scott Elvander ControlSvp, Chief Investment OfficerUnder 5%2014
See all 18 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Flexpath Strategies LLC manage?

Flexpath Strategies LLC reports $79.9 billion in regulatory assets under management on its Form ADV.

How many employees does Flexpath Strategies LLC have?

Flexpath Strategies LLC reports 28 employees.

Where is Flexpath Strategies LLC located?

Flexpath Strategies LLC is based in Aliso Viejo, CA and has been SEC-registered since 2015.

Does Flexpath Strategies LLC disclose fund performance?

Flexpath Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 Vantis Suite 480, Aliso Viejo, CA 92656
Phone949-418-6030
Office hours8:30a.m. - 4:30p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.9B
Non-discretionary$76.95B
Total (RAUM)$79.85B