Overview
Assets Under Management: $173 million
High-Net-Worth Clients: 77
Average Client Assets: $2 million
Frequently Asked Questions
FLAX POND CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324332), FLAX POND CAPITAL, LLC is subject to fiduciary duty under federal law.
FLAX POND CAPITAL, LLC serves 77 high-net-worth clients according to their SEC filing dated February 22, 2025. View client details ↓
According to their SEC Form ADV, FLAX POND CAPITAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FLAX POND CAPITAL, LLC manages $173 million in client assets according to their SEC filing dated February 22, 2025.
According to their SEC Form ADV, FLAX POND CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 129
Discretionary Accounts: 86
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 324332
Last Filing Date: 2025-02-22 00:00:00
Website: https://flaxpondcapital.com