Flag Capital Management, LLC is a large advisory firm based in Stamford. It manages $5.12 billion of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Colorado, Connecticut, and 12 other states.
Flag Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Flag Capital Management, LLC is $5.12 billion. The firm's AUM has grown by 483% 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 Flag Capital Management, 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.
Beverley (Nmn) Hendry has been acting as President since 1 Sep 2015. Andrew Alasdair Smith joined the executive team most recently as the President.
The principal office where Flag Capital Management, LLC performs its advisory services is located at 1266 East Main Street, Stamford, CT 06902, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-352-0440 or by fax 203-352-0441. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at flagcapital.com.