FLEXPATH STRATEGIES LLC · Tank Allocator Loader

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FLEXPATH STRATEGIES LLC

UUID3181be6d-65c5-52f2-a152-0e64f5dabd3c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	174306	174306	—	1.0
sec_file_number	801-80914	801-80914	—	—

Profile

WebsiteHTTPS://WWW.FLEXPATHSTRATEGIES.COM

HQ CityALISO VIEJO

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

FLEXPATH STRATEGIES adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)79,850,427,347.0
RAUM (discretionary)2,898,815,168.0
Actionable assets79,850,427,347.0
Accounts905.0

Institutional Clients

Government AUM0.0
Pension AUM2,898,815,168.0
Charitable AUM0.0
HNW AUM0.0

As of 2025-06-05 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CHAPMAN, JAMI, ANN	CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2016784", "owner_id": "4082795", "source": "adv_part1", "table": "Schedule_A_B"}
CUB FINANCING INTERMEDIATE, LLC	MANAGING MEMBER	OFFICER	—	{"filing_id": "2016784", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CUB FP PARENT, LLC	OWNER	OFFICER	—	{"filing_id": "2016784", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CUB HOLDCO, LLC	MANAGING MEMBER	OFFICER	—	{"filing_id": "2016784", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CUB INTERMEDIATE HOLDCO, LLC	MANAGING MEMBER	OFFICER	—	{"filing_id": "2016784", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
DELLAVEDOVA, NICHOLAS, DOMINIC	PRESIDENT	OFFICER	—	{"filing_id": "2016784", "owner_id": "2884873", "source": "adv_part1", "table": "Schedule_A_B"}
ELVANDER, JEFFREY, SCOTT	SVP, CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2016784", "owner_id": "4898447", "source": "adv_part1", "table": "Schedule_A_B"}
GIOVINAZZO, VINCENT, JOSEPH	CEO	OFFICER	—	{"filing_id": "2016784", "owner_id": "1645246", "source": "adv_part1", "table": "Schedule_A_B"}
GREAT GRAY GROUP, LLC	MANAGING MEMBER	OFFICER	—	{"filing_id": "2016784", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MADISON DEARBORN CAPITAL PARTNERS VIII-B, L.P.	MEMBER	OFFICER	—	{"filing_id": "2016784", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MADISON DEARBORN CAPITAL PARTNERS VIII-C, L.P.	SHAREHOLDER	OFFICER	—	{"filing_id": "2016784", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MADISON DEARBORN PARTNERS	GENERAL PARTNER	OFFICER	—	{"filing_id": "2016784", "owner_id": "157349", "source": "adv_part1", "table": "Schedule_A_B"}
MADISON DEARBORN PARTNERS VIII-A&C, L.P.	GENERAL PARTNER	OFFICER	—	{"filing_id": "2016784", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MADISON DEARBORN PARTNERS VIII-B, L.P.	GENERAL PARTNER	OFFICER	—	{"filing_id": "2016784", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MDCP VIII-C CUB BLOCKER, INC.	LIMITED PARTNER	OFFICER	—	{"filing_id": "2016784", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MDCP VIII-C CUB SPLITTER, L.P.	MEMBER	OFFICER	—	{"filing_id": "2016784", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SCHULMAN, MONIQUE, (NMN)	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2016784", "owner_id": "1225088", "source": "adv_part1", "table": "Schedule_A_B"}
OTHER INVESTOR FLEXPATH BLOCKER LLC	OWNER	EMPLOYEE	—	{"filing_id": "2016784", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/18/2025 10:05:22 AM",
  "filing_id": "2016784",
  "reg_type": "IA"
}
```