SourcingSourcing

FLEXPATH STRATEGIES LLC

C50
CRD 174306·SEC 801-80914·ALISO VIEJO, CA
AUM
$2.91B
$1B+
Est. Revenue
$29.1M
@ 1% on AUM
Est. EBITDA
$8.7M
@ 30% margin
Est. Deal Value
$69.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FLEXPATH STRATEGIES LLC
CRD
174306
SEC file #
801-80914
EIN
—
DBA names
Flexpath Strategies

Economics

AUM
$2.91B
AUM band
$1B+
AUM trajectory
'20'26
$7.08B → $2.91B▼ -59%
Client mix
Corporations741

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
9 advisors → 3 advisors▼ -67%
Primary office
ALISO VIEJO CA
Branches
Count2

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingSelection of other advisersOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
flexpathstrategies.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CUB FP PARENT, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
CUB FP PARENT, LLC
GIOVINAZZO, VINCENT, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FLEXPATHSTRATEGIES.COM
Rdap Domain Creation Date
2014-02-06T21:54:04Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
51
Form 5500 Total Compensation
1,010,993
Form 5500 Compensation Trajectory 3y
2025876,405
2026134,588
Form 5500 Plan Count Trajectory 3y
202547
20264
Schedule C Total Compensation
1,010,993
Schedule C Service Provider Rows
51

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fee Schedule
Bracket Ix100
Bracket I0
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-06T21:54:04Z
Rdap Domain Last Changed
2025-01-18T14:59:16Z
Rdap Nameservers
Pdns05.domaincontrol.comPdns06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
VINCENT JOSEPH GIOVINAZZO
Direct Owner · 37.5%
1645246
NICHOLAS DOMINIC DELLAVEDOVA
Direct Owner · 17.5%
2884873
ELVANDER, JEFFREY, SCOTT
IAR · Executive Officer · 2.5%
4898447
MONIQUE (NMN) SCHULMAN
Executive Officer · 2.5%
1225088
Lauren Melissa Neeno
IAR
7491190
BRIAN ALLEN ROBERTS
IAR
1652043