Flexis Capital

Fee-Only (% of Portfolio)

Flexis Capital provides investment management services to special purpose investment vehicles called Funds. Flexis does not tailor its services to individual investors in the Funds, nor do they allow investors to influence investment decisions. Flexis invests primarily in middle market companies in North America, focusing on industries where they have experience.

Assets Under Management$330M
Clients5
AdvisorsN/A
Avg. per Client$67M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Flexis Capital manages investments for its Funds and generally charges a management fee ranging from 1.5% to 2% annually. Flexis also receives performance-based incentive fees from realized investments. In addition to these fees, each Fund is responsible for its operating expenses.

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Flexis Capital | TrueAdvisor