Flax Pond Capital, LLC logo

Flax Pond Capital, LLC

Updated today

Client AUM

$221,949,161

Clients

119

Advisors

2

of 2 employees

About

Flax Pond Capital advises individual clients, including high‑net‑worth individuals, providing discretionary portfolio management and financial planning services such as single‑subject consulting and IRA rollover guidance. The firm reports managing about $222 million in client assets across roughly 119 client accounts.

Advisory services are customized to each client and typically delivered under discretionary authority, with written objectives and account restrictions used to guide trading and plan recommendations. The firm employs multiple analysis methods (including fundamental and cyclical analysis) and may use both long‑ and short‑term positions and more active or leveraged techniques—such as short sales, margin, leveraged ETFs, and frequent trading—when deemed suitable for a client’s goals and risk tolerance.

What is distinctive about the firm is the concentration of substantial assets under a single‑advisor model, an uncommon configuration among similar supported firms. Flax Pond also advises on a broad set of investment types beyond typical mutual funds and equities—including REITs, warrants, limited partnership interests (such as oil and gas partnerships)—and operates through a single custodian platform, which shapes its execution and research access.

Client services

Financial planning Portfolio management

Expertise

Real estate investing Private / alternative investments

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Fee options

Percentage

$0 - $50,000: 1.25% $50,001 - $150,000: 1.00% $150,001 - $250,000: 0.90% $250,001+: 0.80%

Project-based

$350 per hour for stand-alone financial planning or consultative services

Main office

Merion Station PA

Advisors at this office

2

Most active in

California · Massachusetts · Nebraska · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael C

Merion Station, PA

Flax Pond Capital, LLC

Michael Crew is the sole advisor at Flax Pond Capital, LLC, with 32 years of industry experience. He has operated his own investment advisory business since 1981 and has been with Flax Pond Capital since 2022. Flax Pond Capital serves individual clients, including high-net-worth individuals, providing discretionary portfolio management and financial planning services. The firm manages approximately $222 million in client assets, employs various analysis methods, and uses a single-advisor model, offering a broad range of investment types and customized advisory services.

Real estate investing Private / alternative investments
user avatar

Christopher Z

CFA®

Merion Station, PA

Flax Pond Capital, LLC

Christopher Zafiriou is a CFA® charterholder and principal at Flax Pond Capital, LLC, with three years of industry experience. He previously worked at Glenmede Trust Company for 14 years before founding Flax Pond Capital. In addition to his advisory role, he provides independent consulting services to a private equity firm. Flax Pond Capital serves high-net-worth individual clients, offering discretionary portfolio management and financial planning tailored to client objectives and restrictions. The firm employs a range of investment strategies, including fundamental and cyclical analysis, and manages substantial assets under a single-advisor model, providing access to diverse investment types through a single custodian platform.

Real estate investing Private / alternative investments
View complete list of advisors at this firm
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