9AT: FLEXIS CAPITAL

other names

FLEXIS CAPITAL
FLEXIS CAPITAL LLC

Adviser Profile

As of Date	03/24/2026
Registration	SEC, Approved, 08/02/2021
Other registrations (1)	SEC, ERA - Withdrawn, 06/30/2021
Former registrations	FLEXIS CAPITAL LLC
ADV Location	MIAMI, FL, United States
Contact Info	212 xxxxxxx
Websites

AUM^*	339,051,387 15%
of that, discretionary	339,051,387 15%
Private Fund GAV^*	339,051,387 2%
Avg Account Size	67,810,277 37%
SMA’s	No
Private Funds	6

Adviser Type

- Large advisory firm

Number of Employees 3 -25%

of those in investment advisory functions 3

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

SEC Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count6	GAV$339,051,387

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PANORAMA POINT PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund240.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV240.8m	AUM178.1m	#Funds15
Adviser MBF HEALTHCARE MANAGEMENT II, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund235.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV235.0m	AUM235.0m	#Funds2
Adviser KM CAPITAL MANAGEMENT, LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund630.0k	Total Private Fund GAV630.0k	AUM374.4m	#Funds1
Adviser SANDBRIDGE INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund981.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV981.6m	AUM281.6m	#Funds9
Adviser WEALTH PLANNING GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.0k	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0k	AUM360.9m	#Funds2
Adviser DENALI GROWTH PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund830.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV830.6m	AUM830.6m	#Funds9
Adviser MARCYPEN CAPITAL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund470.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund567.4m	Other Fund173.9m	Total Private Fund GAV1.8b	AUM1.1b	#Funds32
Adviser SAVANO DIRECT CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund519.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV519.1m	AUM519.1m	#Funds21
Adviser LAKESIDE DRIVE MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund372.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV372.3m	AUM372.3m	#Funds22
Adviser PROSPECT PARTNERS ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund378.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV378.4m	AUM378.4m	#Funds3

Brochure Summary

Overview

A. Flexis Capital LLC (“Flexis” or the “Firm”) is an investment adviser with a principal place of business in Miami Beach, Florida. Flexis commenced operations as an investment adviser in 2009. Louis Friedman (“Managing Partner”) is the principal owner and managing partner of Flexis. The Managing Partner is also the managing member of Flexis Advisors II LLC, Flexis Advisors III LLC, Flexis Advisors IV LLC and Flexis Advisors V LLC, all Delaware limited liability companies (each, a “General Partner” for its respective fund(s) and collectively, the “General Partners”). The General Partners have the ultimate responsibility for the management, operations and the decisions made by Flexis. Flexis provides investment advisory services to special purpose investment vehicles (each a “Fund” and collectively the “Funds.”) B. Flexis provides

investment management services to its Funds pursuant to investment guidelines within the relevant limited partnership agreement, and/or other such agreements (collectively, “Governing Documents”). The Funds rely on an exemption from registration under the Investment Company Act of 1940, as amended (the “Investment Company Act”), pursuant to either Section 3(c)(1) or Section 3(c)(7), as defined in each Fund’s Governing Documents. C. Flexis does not tailor its services to the individual Fund investors or provide investors with the right to specify, restrict, or influence the Funds’ investment objectives or any investment decisions. D. Flexis does not participate in wrap fee programs. E. As of December 31, 2023, Flexis managed $295,941,228 in regulatory assets under management, all of which are managed on a discretionary basis.

FLEXIS CAPITAL

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