Flagstick Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Flagstick Capital Partners provides investment advisory services to high‑net‑worth individuals, trusts and estates, charitable organizations, corporations and business entities, pension and profit‑sharing plans, and other investment advisers and financial institutions. The firm offers discretionary portfolio management, bundled financial planning, and algorithmic trading services driven by quantitative strategies.
The firm’s investment approach is systematic and model‑driven, using artificial intelligence, machine learning, factor‑based methods, and rules‑based execution to identify opportunities and manage portfolio risk; portfolios are managed under written investment policy statements and client assets are held at independent custodians. Flagstick also uses a tiered fee structure for qualified clients that includes a performance‑based component — 20% of net profits above a 12% annual hard hurdle — and discloses controls intended to address model and operational risks.
Noteworthy aspects of the firm include its recent formation and initial filing reporting no client assets, and the brochure’s use of a hypothetical performance example to illustrate the performance‑fee calculation rather than presenting a historical track record. The brochure also discloses that the firm’s principals split their time between this firm and other business activities, a factor the firm identifies for transparency about availability and potential conflicts.
Client services
Expertise
Fee options
1% annually, billed quarterly in arrears
20% of net profits exceeding a 12% annual hard hurdle rate, charged only to qualified clients, calculated annually
Account minimum: $25,000 (may be waived at discretion)
Main office
Coral Gables FL
Advisors at this office
1
Most active in
Florida · Virginia
Disclosures
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Business activities & affiliations
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Lawyer
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