F
$222.3M Total AUM
$220.2M Disc. AUM
-- 3Y CAGR
2 Employees
120 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2022
- Office Locations
- 1
Office Locations
-- Merion Station PA
About Flax Pond Capital, LLC
Flax Pond Capital is a boutique investment management and financial planning firm serving individuals, families, trusts and estates, with a specialty in business owners and entrepreneurs planning pre- and post-liquidity events. The firm provides holistic planning alongside portfolio management, typically implemented with ETFs and mutual funds, with custody through Fidelity/NFS.
Team overview
-- AVG AGE
$222.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Insight Beacon Insight timber Meridian foundation Pioneer
Client Personas
North pathway Ridge ember
Custodian
Summit Foundation Meridian summit
Investment Themes
Vector
Investment Vehicles
Quantum eagle
Services
Focus Beacon fusion Crest pioneer Capital Meridian bridge Alpha frontier Vertex
Owner & Executives
CHRISTOPHER M ZAFIRIOU
President
- CRD
- #3021575
- Ownership
- 75% or more
(559) 285-9193
pathway.vital@timbercapital.com
in linkedin.com/in/signal-radial
NANCY TERESA THRASHER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(600) 952-9000
prime.quantum@deltacapital.com
in linkedin.com/in/vertex-alpha
Showing 2 of 2 owners & executives
Unlock allContacts
M
MICHAEL JOHN CREW
Investment Advisor
- CRD
- #4342203
(836) 617-5863
glacier.vector@beaconcapital.com
in linkedin.com/in/alpha-legacy
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,232,177 | $1,898,553 |
| Non-Discretionary | $2,062,984 | $687,661 |
| Total | $222,295,161 | $1,868,027 |
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Separately Managed Accounts
Total SMA Asset: $222,295,161
Equity - Exchange:
14.8% Public Funds:
21.2% U.S. Government/Agency:
35.0% Cash:
19.6% Municipal Bonds:
9.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $275,802,545 | 14.8% |
| Public Funds | $395,068,511 | 21.2% |
| U.S. Government/Agency | $652,235,749 | 35.0% |
| Cash | $365,252,019 | 19.6% |
| Municipal Bonds | $175,171,886 | 9.4% |
| Total | $1,863,530,710 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST RADIAL BRIDGE | QUANTUM ALPHA | REKX58Y2W | XTRMB | 4.22% | $26,273,379 |
| GLACIER CATALYST | VERTEX ZENITH | S046BCTME | LGAOP | 7.81% | $46,835,836 |
| ALPHA MOMENTUM SUMMIT | ZENITH WAVE | TA3WEP5VS | AXUFC | 7.35% | $110,414,975 |
| HARBOR CATALYST FRONTIER | HARBOR DELTA | KFM1IADKJ | YXKZY | 5.23% | $80,109,028 |
| SUMMIT RADIAL SIGNAL | SIGNAL VECTOR | YOCX4Z2YR | OFH | 5.79% | $110,121,971 |
| OPTIMA PRIME HARBOR | NORTH UNISON | EK4AA0K0W | JRVWC | 9.23% | $54,916,178 |
| CREST HORIZON CAPITAL | NORTH BEACON | LE8O7SDMM | WTYL | 1.83% | $114,230,736 |
| VERTEX PRIME SIGNAL | FUSION INSIGHT | U8LFMG04U | LYKNL | 1.43% | $32,316,958 |