FLAGSHIP INVESTMENT MANAGEMENT LLC
  • FLAGSHIP INVESTMENT MANAGEMENT LLC
  • FLAGSHIP CAPITAL PARTNERS

Adviser Profile

As of Date 04/14/2026
Registration SEC, Approved, 11/15/2024
Other registrations (1)
ADV Location HOUSTON, TX, United States
Contact Info 1-7 xxxxxxx
Websites
AUM* 140,035,784
of that, discretionary 140,035,784
Number of Employees 12 9%
of those in investment advisory functions 5 -29%
Private Fund GAV* 63,250,000 -6%
Avg Account Size 35,008,946
SMA’s No
Private Funds 2 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

158M 135M 113M 90M 68M 45M 23M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name WEAVER AND TIDWELL, L.L.P. Filing Date10/24/2025 Form ADV-E View Report

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}