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.
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 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.
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.
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.