SourcingSourcing

FLATIRON FUND MANAGEMENT LP

C46
CRD 331871·SEC 801-135848·WEST PALM BEACH, FL
AUM
$27.3M
$25M-$100M
Est. Revenue
$273K
@ 1% on AUM
Est. EBITDA
$82K
@ 30% margin
Est. Deal Value
$656K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FLATIRON FUND MANAGEMENT LP
CRD
331871
SEC file #
801-135848
EIN
993260274
DBA names
Flatiron Fund Management Lp

Economics

AUM
$27.3M
AUM band
$25M-$100M
AUM trajectory
—
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
WEST PALM BEACH FL
Branches
Count1

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
flatironassets.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PATEL, AKSHAR, VASANT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PATEL, AKSHAR, VASANT
FLATIRON ASSET MANAGEMENT LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
FLATIRONASSETS.COM
Rdap Domain Creation Date
2018-01-06T01:15:43Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002104668
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-01-13
Edgar Last Filing Date
2026-01-13
Edgar Form D Count
1
Edgar Form D Offerings
2026-01-132026-01-13 · 0002104668-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Interactive Brokers9
E*trade4
Edgar Addresses
Mailing
635 HIBISCUS STREET,SUITE 611WEST PALM BEACH, FL 33401
Business
635 HIBISCUS STREET,SUITE 611WEST PALM BEACH, FL 33401
Edgar EIN
993260274
Edgar Recent Filings
D2026-01-13 · 0002104668-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-06T01:15:43Z
Rdap Domain Last Changed
2024-12-12T20:53:48Z
Rdap Nameservers
Ns-cloud-c1.googledomains.comNs-cloud-c2.googledomains.comNs-cloud-c3.googledomains.comNs-cloud-c4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
6115553
Trust Company Affiliate
Yes

People (1)

1
PATEL, AKSHAR, VASANT
Direct Owner · 87.5%
6115553