Flat Rock Global, Llc (New York)
Flat Rock Global, Llc Is a Large Advisory Firm Based in New York. It Manages $120 Million of Regulatory Assets for 2 Client Accounts. It Has Been Registered...
Flat Rock Global, LLC is a large advisory firm based in New York. It manages $120 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of New York.
Flat Rock Global provides portfolio management for investment companies and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Flat Rock Global: assets under management
The assets under management (AUM) of Flat Rock Global, LLC is $120 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 300% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $120 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60 million each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Flat Rock Global, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
