Flexpath Strategies LLC
● SEC registered since 2015CRD 174306SEC# 801-80914Aliso Viejo, CA
Reg. AUM
$2.91B
Employees
5
Accounts
741
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 $2.9 billion in regulatory assets under management and employs 5 people.
Flexpath Strategies LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cub Fp Parent, LLC Control | Owner | 25-50% | 2024 |
| Jeffrey Scott Elvander Control | Svp, Chief Investment Officer | Under 5% | 2014 |
| Monique Schulman Control | Chief Compliance Officer | Under 5% | 2024 |
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Flexpath Strategies LLC manage?
Flexpath Strategies LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Flexpath Strategies LLC have?
Flexpath Strategies LLC reports 5 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
| Address | 120 Vantis Suite 480, Aliso Viejo, CA 92656 |
| Phone | 949-418-6030 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.91B▼ 96%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$2.91Bregulatory AUM
Discretionary $2.91B