Data / Investment advisers / Texas / Flagship Investment Management LLC
Flagship Investment Management LLC, Houston, TX: $140 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Flagship Investment Management LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $140 million in regulatory assets under management in its Form ADV filed April 14, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
The request: Watch Flagship Investment Management LLC (CRD number 332788): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 332788
- SEC file number
- 801-131473
- SEC status
- Approved, effective November 15, 2024
- Main office
- One Greenway Plaza Suite 750, Houston, TX 77046
- Phone
- (713) 623-6000
- Website
- flagshipco.com
- Regulatory AUM
- $140,035,784 in the Form ADV filed April 14, 2026
- Discretionary AUM
- $140,035,784
- Accounts
- 4
- Employees
- 12, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $63,250,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $140 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $140 million | February 19, 2026 |
| December 1, 2025 | $157.6 million | March 14, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Live Oak Wealth Advisory Group, LLC | Houston | $155.5 million | Not listed | adviserinfo.sec.gov |
| Tectonic Capital Advisors, LLC | Houston | $154.4 million | Not listed | adviserinfo.sec.gov |
| Stavis Wealth Transfer Solutions | Houston | $148.1 million | Not listed | adviserinfo.sec.gov |
| CSL Capital Management, L.P. | Houston | $144.8 million | 7 | adviserinfo.sec.gov |
| Shelter Wealth Strategies, LLC | Houston | $144.1 million | Not listed | adviserinfo.sec.gov |
| Alteris Capital Partners, LLC | Houston | $139.5 million | Not listed | adviserinfo.sec.gov |
| Allegro Mineral Partners LLC | Houston | $135.3 million | 4 | adviserinfo.sec.gov |
| Kanos Capital Management, LLC | Houston | $133.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Flagship Investment Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.