FLEXPATH STRATEGIES LLC
Legal name: FLEXPATH STRATEGIES
CRD #174306 SEC #801-80914 ALISO VIEJO, CA 949-418-6030
SEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
Employees
5
Clients
--
Accounts
740
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.7B | $2.7B | $0 | 5 | 0 |
| Sep 2025 | $79.9B | $2.9B | $77B | 28 | 0 |
| Sep 2025 | $79.9B | $2.9B | $77B | 28 | 0 |
| Jun 2025 | $79.9B | $2.9B | $77B | 28 | 0 |
| Jun 2025 | $79.9B | $2.9B | $77B | 28 | 0 |
| May 2025 | $79.9B | $2.9B | $77B | 28 | 0 |
| Mar 2025 | $79.9B | $2.9B | $77B | 28 | 0 |
| Nov 2024 | $66B | $66B | $0 | 25 | 0 |
| Oct 2024 | $66B | $66B | $0 | 25 | 0 |
| Sep 2024 | $66B | $66B | $0 | 25 | 0 |
| Sep 2024 | $66B | $66B | $0 | 25 | 0 |
| Sep 2024 | $66B | $66B | $0 | 25 | 0 |
| Sep 2024 | $66B | $66B | $0 | 25 | 0 |
| Aug 2024 | $66B | $66B | $0 | 25 | 0 |
| Jun 2024 | $66B | $66B | $0 | 25 | 0 |
| Mar 2024 | $54.2B | $54.2B | $0 | 25 | 0 |
| Feb 2024 | $39.5B | $39.5B | $0 | 12 | 0 |
| Jan 2024 | $39.5B | $39.5B | $0 | 12 | 0 |
| Sep 2023 | $39.5B | $39.5B | $0 | 12 | 0 |
| Aug 2023 | $39.5B | $39.5B | $0 | 12 | 0 |
| Mar 2023 | $39.5B | $39.5B | $0 | 12 | 0 |
| Nov 2022 | $36.2B | $36.2B | $0 | 12 | 0 |
| Aug 2022 | $36.2B | $36.2B | $0 | 12 | 0 |
| Mar 2022 | $36.2B | $36.2B | $0 | 12 | 0 |
| Mar 2021 | $23.2B | $23.2B | $0 | 12 | 0 |
| Mar 2020 | $14.4B | $14.4B | $0 | 10 | 0 |
| Sep 2019 | $7.1B | $7.1B | $0 | 10 | 0 |
| Mar 2019 | $7.1B | $7.1B | $0 | 10 | 0 |
| Mar 2018 | $5.1B | $5.1B | $0 | 10 | 0 |
| Dec 2017 | $3.3B | $3.3B | $0 | 8 | 0 |
| Oct 2017 | $3.3B | $3.3B | $0 | 8 | 0 |
| Mar 2017 | $2.9B | $2.9B | $0 | 8 | 26 |
| Mar 2016 | $849.7M | $849.7M | $0 | 7 | 26 |
| Jun 2015 | $254M | $254M | $0 | 7 | 0 |
| May 2015 | $0 | $0 | $0 | 7 | 0 |
| Jan 2015 | $0 | $0 | $0 | 7 | 0 |
| Jan 2015 | $0 | $0 | $0 | 7 | 0 |
DateDec 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$79.9B
Discretionary$2.9B
Non-Disc.$77B
Employees28
Clients0
DateSep 2025
Total AUM$79.9B
Discretionary$2.9B
Non-Disc.$77B
Employees28
Clients0
DateJun 2025
Total AUM$79.9B
Discretionary$2.9B
Non-Disc.$77B
Employees28
Clients0
DateJun 2025
Total AUM$79.9B
Discretionary$2.9B
Non-Disc.$77B
Employees28
Clients0
DateMay 2025
Total AUM$79.9B
Discretionary$2.9B
Non-Disc.$77B
Employees28
Clients0
DateMar 2025
Total AUM$79.9B
Discretionary$2.9B
Non-Disc.$77B
Employees28
Clients0
DateNov 2024
Total AUM$66B
Discretionary$66B
Non-Disc.$0
Employees25
Clients0
DateOct 2024
Total AUM$66B
Discretionary$66B
Non-Disc.$0
Employees25
Clients0
DateSep 2024
Total AUM$66B
Discretionary$66B
Non-Disc.$0
Employees25
Clients0
DateSep 2024
Total AUM$66B
Discretionary$66B
Non-Disc.$0
Employees25
Clients0
DateSep 2024
Total AUM$66B
Discretionary$66B
Non-Disc.$0
Employees25
Clients0
DateSep 2024
Total AUM$66B
Discretionary$66B
Non-Disc.$0
Employees25
Clients0
DateAug 2024
Total AUM$66B
Discretionary$66B
Non-Disc.$0
Employees25
Clients0
DateJun 2024
Total AUM$66B
Discretionary$66B
Non-Disc.$0
Employees25
Clients0
DateMar 2024
Total AUM$54.2B
Discretionary$54.2B
Non-Disc.$0
Employees25
Clients0
DateFeb 2024
Total AUM$39.5B
Discretionary$39.5B
Non-Disc.$0
Employees12
Clients0
DateJan 2024
Total AUM$39.5B
Discretionary$39.5B
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$39.5B
Discretionary$39.5B
Non-Disc.$0
Employees12
Clients0
DateAug 2023
Total AUM$39.5B
Discretionary$39.5B
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$39.5B
Discretionary$39.5B
Non-Disc.$0
Employees12
Clients0
DateNov 2022
Total AUM$36.2B
Discretionary$36.2B
Non-Disc.$0
Employees12
Clients0
DateAug 2022
Total AUM$36.2B
Discretionary$36.2B
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$36.2B
Discretionary$36.2B
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$23.2B
Discretionary$23.2B
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$14.4B
Discretionary$14.4B
Non-Disc.$0
Employees10
Clients0
DateSep 2019
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees10
Clients0
DateDec 2017
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees8
Clients0
DateOct 2017
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees8
Clients26
DateMar 2016
Total AUM$849.7M
Discretionary$849.7M
Non-Disc.$0
Employees7
Clients26
DateJun 2015
Total AUM$254M
Discretionary$254M
Non-Disc.$0
Employees7
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0