Flexpath Strategies LLC
Legal Name: FLEXPATH STRATEGIES LLC
Full Contact Details
Flexpath Strategies LLC
120 VANTIS SUITE 400, ALISO VIEJO, CA
949-460-9898
949-460-9893
Other Info
Flexpath Strategies LLC, a DE Limited Liability Company with 10 employees including nine advisory roles, has been approved by the U.S. Securities and Exchange Commission since its registration on February 13, 2015. Although the number of clients served by the firm is unknown, its SEC status suggests that it is a credible financial service provider.
Website
Website
flexPATH Target Date Funds | Discover Your PATH to Retirement
flexPATH is the first custom target date funds solution with multiple glidepaths as well as both index and index+ management styles. Discover Your PATH!
Direct Owners
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BLAKE ALAN BJORDAHL
CHIEF COMPLIANCE OFFICER owns less than 5%
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JAMI ANN CHAPMAN
CHIEF OPERATING OFFICER owns less than 5%
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JEFFREY SCOTT ELVANDER
SVP, CHIEF INVESTMENT OFFICER owns less than 5%
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JOEL BARRY SHAPIRO
SENIOR VICE PRESIDENT owns less than 5%
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NATIONAL FINANCIAL PARTNERS CORP.
MEMBER owns more than 25% but less than 50%
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NICHOLAS DOMINIC DELLAVEDOVA
PRESIDENT, MEMBER owns more than 10% but less than 25%
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VINCENT JOSEPH GIOVINAZZO
CEO, MEMBER owns more than 25% but less than 50%
Indirect Owners
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MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.
OWNER owns 75% or more
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MADISON DEARBORN PARTNERS
GENERAL PARTNER
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MADISON DEARBORN PARTNERS VI-A&C, L.P.
GENERAL PARTNER
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NFP HOLDINGS, LLC
OWNER owns 75% or more
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NFP INTERMEDIATE HOLDINGS A. CORP.
OWNER owns 75% or more
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NFP INTERMEDIATE HOLDINGS B. CORP.
OWNER owns 75% or more
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NFP PARENT CO, LLC
OWNER owns 75% or more
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NFP ULTIMATE HOLDINGS, LLC
OWNER owns 75% or more