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FLAX POND CAPITAL, LLC
CRD 324332 · SEC 801-127211
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.3M
Discretionary AUM
$220.2M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $55.3M |
| High net worth individuals | 55 | $166.6M |
| Charitable organizations | 1 | $346K |
States served
CA, MA, NE, PA
All web addresses on file
Official SEC filing: View on IAPD