Flavin Blake & Co LP (Stamford)

Flavin Blake & Co LP is a large advisory firm based in Stamford. It manages $31.92 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Flavin Blake & provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Flavin Blake &: assets under management

The assets under management (AUM) of Flavin Blake & Co LP is $31.92 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.64 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Flavin Blake & Co LP 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.

Careers at Flavin Blake & Co LP

John P Flavin has been acting as President since 1 Jul 1992. Leslie Elizabeth Dempsey joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John P Flavin	Chairman	1 Jul 1992	25% - 50%	4356449
Patrick Brian Flavin	President	1 Jul 1992	25% - 50%	1093785
Melisande Flavin	Secretary and treasurer	1 Jul 1992	Other	4356465
Blake & Co. Inc. Flavin	General partner	1 Jul 1992	Other	06-1343676
Anne Belinda Selkovits	Executive vice president	1 Sep 2002	Other	721042
Leslie Elizabeth Dempsey	Chief compliance officer	1 Aug 2004	Other	5083739

Based in Stamford

The principal office where Flavin Blake & Co LP performs its advisory services is located at Metro Center, 1 Station Pl, Stamford, CT 06902, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.