Flatrock Wealth Partners Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2022

Year Founded

  • Professionals
  • 2

Professionals

  • AUM

Flatrock Wealth Partners General Information

Description

Flatrock Wealth Partners is a wealth management firm based in Newport Beach, California. Established in 2022, the firm provides services like financial planning and risk management. The assets of the firm are managed by the executive management team.

Contact Information

Website
www.flatrockwealth.com
Year Founded
2022
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Co-Founder, Managing Partner & Member of the Management Committee
Email
ke
Phone
+1 (949)
Corporate Office
  • 1301 Dove Street
  • Suite 910
  • Newport Beach, CA 92660
  • United States
+1 (949)

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Flatrock Wealth Partners Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

Request a free trial
Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Flatrock Wealth Partners Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

Request a free trial
  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Flatrock Wealth Partners FAQs

  • When was Flatrock Wealth Partners founded?

    Flatrock Wealth Partners was founded in 2022.

  • Where is Flatrock Wealth Partners headquartered?

    Flatrock Wealth Partners is headquartered in Newport Beach, CA.

  • How many Assets Under Management (AUM) does Flatrock Wealth Partners have?

    Flatrock Wealth Partners has in assets under management.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »