Flintridge Capital Investments, LLC (Pasadena)

Name: Flintridge Capital Investments, LLC
Address: 200 S. Los Robles Avenue, Pasadena, CA, 91101
Telephone: 626-768-4100

Flintridge Capital Investments, LLC is a related adviser based in Pasadena. It manages $554.7 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.

Flintridge Capital Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Flintridge Capital Investments: assets under management

The assets under management (AUM) of Flintridge Capital Investments, LLC is $554.7 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $554.7 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $554.7 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Flintridge Capital Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Flintridge Capital Investments, LLC

Ellis Cohen has served as the Chief Investment Officer since 1 Jun 2006. Rolf Christian Banghart Evensen joined the executive team most recently as the Trustee.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rolf Christian Banghart Evensen	Chief executive officer and chief compliance officer	1 Jun 2006	75% - 100%	1661632
Ellis Cohen	Chief investment officer	1 Jun 2006	Other	4200123
R. Christian B. Evensen Living Trust	Managing member	1 Jan 2007	75% - 100%	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Rolf Christian Banghart Evensen	Trustee	1 Jan 2007	75% - 100%	1661632

Based in Pasadena

The principal office where Flintridge Capital Investments, LLC performs its advisory services is located at 200 S. Los Robles Avenue, Pasadena, CA 91101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 626-768-4100 or by fax 626-768-4150. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.flintridgecap.com.