Flexis Capital Llc
- Regulatory AUM
- $339M
- Discretionary
- $339M
- Clients
- 5
- Avg AUM / client
- $67.8M
- Accounts
- 5
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $339M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $296M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Flexis Beverage Holdings Qp, L.P. | Private Equity Fund | Delaware | $117M | 72 |
| Flexis Beverage Holdings, L.P. | Private Equity Fund | Delaware | $90.3M | 27 |
| Flexis Beverage Holdings Ii, L.P. | Private Equity Fund | Delaware | $78.8M | 2 |
| Flexis Cyber Holdings, L.P. | Private Equity Fund | Delaware | $5.0M | 27 |
| Flexis Lhv Zb Holdings, L.P. | Private Equity Fund | Delaware | $3.5M | 13 |
| Flexis Broadband Holdings, L.P. | Private Equity Fund | Delaware | $1.3M | 30 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Friedman, Louis, Paul | Managing Partner/Chief Compliance Officer | Jan 2009 (18y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $296M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Flexis Beverage Holdings Qp, L.P. | Private Equity Fund | $117M | $1.0M | 72 |
| Flexis Beverage Holdings, L.P. | Private Equity Fund | $90.3M | $1.0M | 27 |
| Flexis Beverage Holdings Ii, L.P. | Private Equity Fund | $78.8M | $1.0M | 2 |
| Flexis Cyber Holdings, L.P. | Private Equity Fund | $5.0M | $1.0M | 27 |
| Flexis Lhv Zb Holdings, L.P. | Private Equity Fund | $3.5M | $1.0M | 13 |
| Flexis Broadband Holdings, L.P. | Private Equity Fund | $1.3M | $1.0M | 30 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗