Flagship Investment Management Llc
- Regulatory AUM
- $140M
- Discretionary
- $140M
- Clients
- 4
- Avg AUM / client
- $35.0M
- Accounts
- 4
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $140M | 100.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Meyer Mincberg | Sole Manager | Jul 2007 (19y) | Less than 5% | |
| Mincberg, Adam, Samuel | Limited Partner | Dec 2007 (19y) | ≈ 6.25% – 25% via One Slp 288, Ltd. | |
| Mincberg, Erin, Annell | Limited Partner | Dec 2007 (19y) | ≈ 6.25% – 25% via One Slp 288, Ltd. | |
| Mincberg, Mallory, Hannah | Limited Partner | Dec 2007 (19y) | ≈ 6.25% – 25% via One Slp 288, Ltd. | |
| Mincberg, Seth, Alexander | Limited Partner | Dec 2007 (19y) | ≈ 6.25% – 25% via One Slp 288, Ltd. | |
| Mark Lupin Berins | Chief Compliance Officer And Chief Administrative Officer | Jul 2014 (12y) | ≈ 18.75% – 50% via Mbr Equity Llc | |
| Clemens Jr., John, Carlton | Manager | Dec 2018 (8y) | ≈ 18.75% – 50% via Clemens Re Holdings I Llc | |
| Jarrod Taylor Foerster | Chief Operating Officer | Jul 2024 (2y) | 25% – 50% | |
| Brian Michael Cutrell | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| One Slp 288, Ltd. | Member | Jul 2024 | A | 25% – 50% |
| Clemens Re Holdings I Llc | Member | Jul 2024 | A | 25% – 50% |
| Mbr Equity Llc | Member | Jul 2024 | A | 25% – 50% |
| One Braeburn Investments Management, Llc | General Partner | Jul 2007 | B | GP / trustee / elected manager of One Slp 288, Ltd. (indirect) |
Estimated effective ownership (look-through of filed bands):
- Mincberg, Adam, Samuel: 25% – 50% of One Slp 288, Ltd. × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Mincberg, Erin, Annell: 25% – 50% of One Slp 288, Ltd. × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Mincberg, Mallory, Hannah: 25% – 50% of One Slp 288, Ltd. × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Mincberg, Seth, Alexander: 25% – 50% of One Slp 288, Ltd. × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Mark Lupin Berins: 75% – 100% of Mbr Equity Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Clemens Jr., John, Carlton: 75% – 100% of Clemens Re Holdings I Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/14/2026 | 1.39 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: Apr 14, 2026.
View current Form ADV (SEC/IAPD) ↗