A complete list of active advisors currently associated with Flagstick Capital Partners LLC

Warmer can help you find a great advisor at Flagstick Capital Partners LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Flagstick Capital Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.