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Flagship Investment Management LLC

● SEC registered since 2024CRD 332788SEC# 801-131473Houston, TX
Export (members)
Ranks #5,516 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$140M
Fund GAV
$63.3M
Private funds
2
Employees
12
Accounts
4
Location
Houston, TX

Flagship Investment Management LLC assets under management

Flagship Investment Management LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2024. It reports $140 million in regulatory assets under management and employs 12 people. Flagship Investment Management LLC manages 2 private funds with combined gross assets of $63.3 million, including Flagship Capital Partners Strategic Real Estate Capital Fund LP. By regulatory assets, it ranks 5,516 of 6,004 private fund managers.

Flagship Investment Management LLC private funds

2 funds · $63.3M GAV
FundTypeGross assetsMin.
Flagship Capital Partners Strategic Real Estate Capital Fund LPPrivate Equity$47.5M$500K
Flagship Capital Partners Equity Opportunity Fund LPPrivate Equity$15.8M$500K

Flagship Investment Management LLC owners & executives

8 reported
NameTitleOwnershipSince
David Meyer Mincberg ControlChief Executive OfficerUnder 5%2024
Jarrod Taylor Foerster ControlChief Operating Officer25-50%2024
Mark Lupin Berins ControlChief Compliance Officer And Chief Administrative OfficerUnder 5%2024
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Frequently asked questions

How much does Flagship Investment Management LLC manage?

Flagship Investment Management LLC reports $140 million in regulatory assets under management on its Form ADV.

How many private funds does Flagship Investment Management LLC manage?

Flagship Investment Management LLC manages 2 private funds with combined gross assets of $63.3 million.

How many employees does Flagship Investment Management LLC have?

Flagship Investment Management LLC reports 12 employees.

Where is Flagship Investment Management LLC located?

Flagship Investment Management LLC is based in Houston, TX and has been SEC-registered since 2024.

Does Flagship Investment Management LLC disclose fund performance?

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

Contact & registration

AddressOne Greenway Plaza, Suite 750, Houston, TX 77046
Phone1-713-623-6000
Office hours9-5
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$140M▼ 11%
Mar '25 — $157.6MApr '25 — $157.6MMay '25 — $157.6MJun '25 — $157.6MJul '25 — $157.6MAug '25 — $157.6MSep '25 — $157.6MOct '25 — $157.6MNov '25 — $157.6MDec '25 — $157.6MJan '26 — $157.6MFeb '26 — $140MMar '26 — $140MApr '26 — $140MMay '26 — $140MJun '26 — $140M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
AUM vs fund managersTop 92%
Larger than 8% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$140Mregulatory AUM
Discretionary $140M

Service providers